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Tax Planning

With ever changing legislation, it is becoming increasingly hard to keep track of ways to save on the tax that we pay. It is estimated that the average household in the UK pays 15% more tax to The Treasury than is necessary.

This may come in the from of tax on interest in Banks or Building Societies, Inheritance payments that may have been avoided or even tax paid on investments. (From April 2016 most banks and building societies will be paying interest on a gross basis).

At Financial Options (N. E.) Limited, we can guide you through the tax maze and help you to avoid swelling the tax man's pockets, with advice on:

  • Inheritance Tax Planning

  • Investment Portfolio Planning

  • Pension Planning

  • Trust Advice

  • Offshore Investment

So if you are concerned about the tax that you are paying on your investments, or wish to invest in a tax efficient way, then please do not hesitate to contact us.

Please Note:
The Financial Conduct Authority does not regulate Will Writing or taxation and trust advice.

Tax treatment depends on the individual circumstances of each client and may be subject to change in future.

Tax rules may change in the future and will depend on individual circumstances.




Financial Options (N. E.) Ltd is an appointed representative of Lighthouse Advisory Services Limited, who are authorised and Regulated by the Financial Conduct Authority. Financial Options (N. E.) Ltd is registered in Scotland No: SC229845 Registered Office: 7 Frithsdale Street, Fraserburgh, Aberdeenshire AB43 9AR.

The Financial Ombudsman Service was set up by Parliament to sort out individual complaints that consumers and financial businesses aren't able to resolve themselves. Details of how the Financial Ombudsman Service can help can be found on their website at www.financial-ombudsman.org.uk/consumer/complaints.htm or you can ring the consumer help line on either 0800 023 4 567 or 0300 123 9 123.

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