Tax Planning

Each year there is an astounding amount of tax overpaid, often due to the difficulty in understanding tax requirements. But it doesn’t need to give you a headache; our team of expert tax planning Advisers can relieve you of this pressure and turn it into an opportunity.

Request a Callback

Key Features

Taxes are rarely welcomed, and less well understood. The rules and allowances are constantly changing, below are some areas of consideration when assessing your own tax planning. We can help answer questions on these, or review how your current arrangements are structured, to ensure you’re not paying more tax than you need to.

Tax allowances are available for income, capital gains and savings up to 45%
We can structure your finances to utilise allowances and reduce tax
Pensions, Investments and Trusts can all form part of the planning process
Pure Wealth will analyse your existing assets and structure them best to suit your needs tax efficiently
We will break down the complexities of taxation, to reassure you that your money is working for you
Every Pure Wealth Client will receive an annual review as part of their ongoing service to assess any changes

Why use us?

Adopting a people-focused approach to finance allows us to understand individual circumstances and how these could affect the tax you pay. All our advisors are trained to get to know clients as individuals, as parents, as business owners and most importantly as people. We blend this personal relationship with years of experience in the ever-changing financial field, to deliver financial plans that enhance your life, helping you to achieve your goals.

Pure Tax Planning

1

Our Friendly team will help break down the complexities of taxation

2

We will create a plan to help achieve your goals, effectively and tax efficiently

3

Our expertise covers every area of financial planning, so no stone is left unturned

4

We will create a plan, execute and review, to keep you on track

5

From regular savings, to accessing pensions and Inheritance, we can help

Testimonial

We have received tremendous support from the wider Pure Wealth team – Mollie in particular has proved courteous and professional whilst demonstrating a quiet efficiency and personal ownership in turning complexity into simplicity.
Thank you for your support.
Guy Jones, Cardiff

Ready to talk Tax Planning?

Call us and speak to a real person

02922 671 957 Request a Callback

Pensions

Pensions can seem confusing and with good reason. There are many different types, with their own sets of rules and functionality.

Investments

Faced with poor interest rates from banks and building societies, more people are exploring investments to make their money work for them. We can help analyse what would suit you best whilst navigating risk, taxation and flexibility to suit your needs.

Mortgages

The biggest asset for most people is their home. Whether you are a first time buyer, looking to review your current mortgage, or you are building a buy-to-let portfolio, we can help.

Protection Planning

Protection Planning is all about preparing for the unexpected. A thorough protection review can give you peace of mind that following illness, injury or worse, you can still provide for yourself, your family and your business.

Estate Planning & Will Writing

Making arrangements in the event of your death can be daunting, our expert advisors aim to build a personal relationship with you, so it needn’t be a difficult task. We make sure to understand you and your wishes, so that we can tailor your planning to cater for exactly what you intended.