Tax Planning

An important part of financial planning is to consider the impact of taxation.  We can help you make full use of tax efficient vehicles or strategies, to mitigate the impact of income tax, capital gains tax and inheritance tax.

At Thomas Carroll IFA, our tax planning service will help you plan your taxes in advance, and come up with effective strategies that will use the lawful reliefs and allowances to minimise the amount you have to pay.  We will assess your financial situation, and look at your financial goals to help come up with a suitable strategy for you. We will also liaise with your accountant and solicitor as and when needed.

We would be delighted to review your current arrangements and discuss tax planning with you. Whatever the nature of the review, as an Independent Chartered Financial Adviser, you can be assured that we will provide a solution that is based entirely on your needs.

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    Established in 1972, Thomas Carroll is a multi discipline risk consultancy covering business and personal insurance, financial services, health, safety and employment law.
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#HappyFriday! We can't wait to attend the #Finance Awards Wales later on where our Finance Manager @5arahLou83 is shortlisted for Financial Controller of the Year. Good luck Sarah! @finawardswales #finawards

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