Tax Planning

Your assets are at risk of being eroded by taxation over time, and through the inheritance process.

At Beacon, we will work with you to manage and protect your wealth and minimise your tax liability. We will create a lawful wealth preservation plan that will be monitored and amended over time, ensuring it continues to be fit for purpose as rules, reliefs and allowances change. Ultimately the goal is to save you significant amounts of money over the long run.

The first step is to understand your current financial situation and your future goals and aspirations. Call us today, or complete the short form below and we will get back to you to arrange a no obligation meeting.

  • Beacon House
            Red Lion Square
            Tredegar
            NP22 3PW
  • enquiries@beaconifa.co.uk
  • 01495 713900