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Tax Planning

Income and Capital Gains Tax

Despite being older or even fully retired, if you have income you are probably going to have to pay tax. With a little advice and planning a financial adviser will be able to explain how best to take income in retirement to minimise tax liabilities and explain how different taxes such as capital gains tax are likely to affect you.

Worried about Inheritance Tax? What are your options?

Every year‚ thousands of ordinary families end up paying inheritance tax unnecessarily. Taking timely advice is so important if you're planning to give a legacy or make gifts.

Therefore it is wise to put your affairs in order and have the right paperwork in place.

A SOLLA adviser can explain how you may be affected by IHT and recommend how best to deal with your estate, look at your income tax planning and help reduce capital gains tax

Find an Adviser

Find out more information about Tax at:

www.direct.gov.uk

Tax help for older people

www.taxvol.org.uk 

 


The Society of Later Life Advisers is not authorised to give financial advice and is not responsible for the advice given by our accredited advisers or their firms.

Society of Later Life Advisers is a company registered in the UK, No: 06520913 registered at Arnold's Oak Farm, Eastling, Faversham, Kent, ME13 0BD
SOLLA is a trading style of Society of Later Life Advisers
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