Personal Tax Planning Solicitors

Here at Nash & Co Solicitors, we know that looking after the assets and wealth you’ve built up over the years is vitally important. Not only so you can make the most of it during your retirement, but so you can be safe in the knowledge that your family are looked after when you’re gone. This is where our personal tax planning services can help you.

Our team of expert solicitors will work with you to understand your financial affairs, aims and ambitions, so they can provide the best personal tax advice for your situation. We’ll then help you to structure your finances so we can help you to reduce your tax burden.

Personal Tax Planning - Couple Discussing Finance- Nash Co Solicitors

“We provide good, solid planning to mitigate tax exposure for you and your family including the tax liabilities for the next generation. We do not look at entering aggressive tax planning schemes which need to be changed on an annual basis.”
David Cornelius, Partner

Personal tax planning – what to consider

One aspect of managing your finances is ensuring that you pay the correct amount of tax. If you pay too little this can have serious consequences and if you pay too much, you will lose part of your income. With so many factors and legal regulations to consider, personal tax planning can become complicated and it’s easy to make mistakes.

No matter how complicated your personal circumstances are, we can provide you with tax planning advice that’s practical, pragmatic and bespoke to your needs.

How Nash & Co Solicitors can help

Personal Tax Planning - Finance Planning - Nash & Co Solicitors

The decisions that we make about our finances have a direct consequence when it comes to tax and it follows that the advice that we provide bears these implications in mind. At Nash & Co Solicitors, we like to sit down with you to talk about what it is that you would like to achieve. We do this so that we make suggestions on how these objectives may be accomplished – in the most tax efficient manner.

As personal tax planning interlinks with all areas of your personal finance, we provide a broad service that takes into account all your needs, but there are also specific aspects of finance to think about, such as how best to treat assets that you wish to pass on to your children and altering ownership of property to maximise capital gains tax relief.

In the first instance, just contact our solicitors for a consultation where we will take into account the assets and plans that you have. We can then move on to the next stage of options and choices. If you are unsure of the relevance of personal tax planning, again just contact us as we are happy to answer any questions.

There is a great deal of information available about personal tax planning online and much of it provides good general advice, though it’s no replacement for the services of a professional. We are here to ask the right questions and to take into account your unique circumstances, to keep you up to date with new rules and regulations.

Contact us

If you’d like to know more about how our personal tax planning services can help you, please contact us. You can reach David Cornelius (head of the Wills, Trust, Tax & Probate department) and his team by phone on 01752 827076 or by email at [email protected].

You can also schedule a call back from any of our solicitors in Plymouth by submitting a request through our contact form.

Request a callback from Nash & Co Solicitors