Taxation and Trusts

Christie Financial Planning Limited can assist clients with their tax planning, and we have designed and implemented various wrappers to hold clients’ assets in the most tax-efficient manner.

Whether it be Income Tax, Inheritance Tax or Capital Gains Tax, as independent advisers we will be able to make recommendations that will mitigate any potential future liability. The solution could be as straightforward as recommending a new will, or as complicated as constructing a bespoke trust arrangement.

Regardless of the complexity, Christie Financial Planning Limited has the expertise and experience to make a difference.