Paying tax can be a sign of success……  However, how many of us like to pay tax ?  How many of us would like to minimise tax ?


Tax planning via financial products is one of the areas often overlooked with few individuals aware of the extent of the tax allowances, reliefs and exemption available to them whether as an individual, charity or as a business.


Here are some of the many areas we help clients by adding value, where individuals were not aware of their ability to minimise tax :-


  • Taking income from non pension based assets, which in turn reduce taxable estate, minimising/mitigating liability against Inheritance tax.

  • Using annual Inheritance tax exemptions to reduce taxable estate, minimising/mitigating liability against Inheritance tax.

  • Strategic income management - Generating multi stranded tax free income streams including tax free income from pensions.

  • Utilising and offsetting higher rates of income tax by using unused personal allowances for spouse/partners.

  • Reducing company corporation tax.

  • Efficient planning around business sales and disposals.

  • Investing company cash while minimising/mitigating liability against corporation tax.

Opes™ Financial are not tax advisers. Therefore, we typically work along side any existing or third party tax advisers in delivering competent and compliant advice in these areas.


Why not become a client and take advantage of our no cost, no obligation initial review service !