Are you paying too much tax?


We can offer a range of proven tax planning strategies, helping you to plan your tax more efficiently in line with current tax legislation.
 
We are able to advise on a a range of tax planning strategies including:
> Reducing exposure to income tax and capital gains tax
> Personal IHT tax planning
> Managing the personal allowance and lifetime allowances
> Tapering allowance
> Capital gains tax deferral
> Venture Capital Trusts and Enterprise Investment Schemes.

We work closley with accountants and corporate advisers to ensure you get the best for your individual circumstances.
 
Inheritance tax planning.
We want to help you make the most of your financial arrangements through tax and trust planning. Having accumulated your wealth, we know how important it is for you to preserve it.

Inheritance tax is a personal tax charged on a person’s estate at the time of their death. The rate is set at 40% on the amount of your net estate on death in excess of the nil rate band which is currently fixed at £325,000 until 2019.

From April 2017 the new home allowance, otherwise known as the Residential Nil Rate Band (RNRB), increased the threshold under which no inheritance tax is paid. There are various conditions which apply: please contact us for more information.

In 2016/17, HM Revenue & Customs (HMRC) received revenue of £5.1 billion in inheritance tax. With a freeze on the nil rate band and rising house prices in London and the South East, more estates could be liable for IHT.

With the need for estate planning becoming more important there are solutions available to reduce the amount of inheritance tax (IHT) that you may pay on your wealth.
 
Taper relief can also reduce an IHT liability on a sliding scale where an individual dies between 3 and 7 years after making a potentially exempt transfer (PET). 

With so many options available IHT is an area which is extremely complicated. Please contact us to discuss your individual circumstances.
 

Our credentials.

We’ve been building clearer futures since 2000 and have now grown to manage £190 million for over 800 clients. We guarantee a highly professional and bespoke approach. One that’s built upon competence and trust in a highly regulated industry.

£213m

Wealth managed by
Dentons Wealth

18

Years
experience

800+

Clients

95%

Client satisfaction

Awards.

In addition to being short-listed for Professional Adviser Awards 'Best Adviser - South East' in 2017, 2015 and 2014 from over 200 entries, we have also been awarded 'Best Results Driven Focused Wealth Management' and 'Best for Tax Efficient Savings - UK' by Wealth & Money Management Awards 2015.

Speak to an
expert today.

To book an initial meeting free of charge or learn about your financial opportunities, please get in touch with our experts today.