COVID-19 Notice: Thomas Carroll remain committed to putting our clients at the forefront of what we do. In light of Caerphilly county being placed under local lockdown from 6:00pm on 8th September 2020, we wanted to remind you that we are fully operational whilst working from home, so that we can continue to provide the same quality service that you normally enjoy from our team. To find a contact number for a member of our team, please click here.

Visit our COVID-19 risk management updates and advice hub here. If you’re in business, we have produced a number of guides, checklists and templates to help with your return to work preparations and ensuring your workplace is safe for your employees in these challenging times.

Close
Get an Online Quote
Search
029 2085 3788
Home Services Personal Tax Planning

An important part of financial planning is to consider the impact of taxation.

By making full use of tax efficient strategies, you can mitigate the impact of income tax, capital gains tax and inheritance tax. An effective tax planning strategy uses lawful reliefs and allowances to minimise the amount of tax you have to pay.

Informed tax planning can make a significant difference. At Thomas Carroll Wealth Management, we have access to specialist tax planning schemes and work alongside other professional advisers to ensure the optimum outcome for you.

By assessing your financial situation and looking at your future goals, we can help provide a suitable solution.

Other Services

Retirement Planning and Pensions

Pension Transfers

Investment Management and Advice

Trust and Estate Planning

Critical Illness and Life Cover

Private Medical Insurance

Related News:

Financial Markets: An Update From Our Wealth Management Team
22 May
Coronavirus: The Latest Advice From Our Team
16 Mar
Large Pension Withdrawals Could Mean Later Life Hardship
12 Mar
Coronavirus: Information and Advice
6 Mar
Coronavirus: An Update From Our Wealth Management Team
28 Feb
How long does your money need to last?
4 Oct
MF Freeman & Taylor Lane Timber Frame: Building on Family Foundations
4 Oct
Moneyworks | Summer 2019 Issue
3 Sep
Key Events for the UK’s Brexit Process | Thomas Carroll Wealth Management
19 Aug
Success for Chartered Financial Planner, Craig Butler
12 Jul
Moneyworks | Spring 2019 Issue
12 Apr
Brexit Update from our Wealth Management Team
11 Apr
A Quick Guide to Tax Planning
14 Feb
How to plan and protect your future
19 Dec
Have you met Craig? Our new IFA and Wealth Management expert
11 Dec
Moneyworks | Winter 2018 Issue
11 Dec
Further Information

To discuss personal tax planning, call Thomas Carroll Wealth Management and speak to one of our advisers. You can also contact us via the enquiry form below. We would welcome the opportunity to meet you and discuss, without obligation, the support you need.

02920 853788
Subscribe to our mailing list
Stay up to date with industry hot topics, events and publications by personalising your preferences.
Sign Up