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Tax planning is one of the key aspects of formulating a financial plan.
The main types of tax are:
No one is expected to pay more than their fair share of tax. It is perfectly legal to make use of your various allowances and to examine how legislation should apply to you to reduce taxes due to a minimum. It is normally straightforward to differentiate between tax avoidance and tax evasion.
Some people pay too much tax, or miss out on opportunities to reduce their tax.
In our situation we were finding it very difficult to get help and information from our pension provider. After our first meeting with Pete, within about 2 weeks he had acquired all the information we had requested, then discussed all options available to us, explaining anything we were unsure of.
Personal Pension Client