tax optimisation.

we help make finance simple

taxation can be very complicated, and the rules, reliefs and allowances often change

For your peace of mind, our advisers will inform you of any changes to tax legislation that could affect you, and our advisers will review your plans accordingly.

Sometimes people can pay more tax than they need to. Our advisers are experienced in recommending the most tax-efficient ways to structure your finances, to reduce the amount of tax you pay, and will ensure that you claim reliefs, entitlements, and allowances. 

Taking advantage of tax-efficient investment planning can reduce the amount of Income, Capital Gains and Inheritance Tax that you and your estate pay, to help you achieve your financial goals sooner.

frequently asked questions

Can I legally pay less tax?

Our advisers are experienced in recommending the most tax-efficient ways to structure your finances to reduce the amount of tax you pay, in a legal and ethical manner, by ensuring that you claim reliefs, entitlements and allowances that you are legally entitled to.

What are the benefits of tax planning?

Over the long-term, an investment structured inefficiently for tax purposes can significantly underperform compared to a tax-efficient investment. This is the case because when you pay tax on an investment, it reduces the value of the investment as you have to pay the tax bill. Therefore, your investment does not benefit as much from the effects of compounding, which is the snowball effect over time, where you receive growth on your growth.

By structuring your investments in a tax-efficient manner, you are able to reach your financial goals sooner, as well as ensuring as much of your hard-earned money passes to your family.

Please note

The Financial Conduct Authority does not regulate tax planning.

Tax treatment varies according to individual circumstances and is subject to change.

The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.

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When deciding the fees we charge for advice we want to be sure you receive value for money and that the solutions we recommend are likely to deliver your objectives.

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Inheritance Tax Planning, Estate Planning and Tax Planning are not regulated by the Financial Conduct Authority.

The guidance and/or information contained within this website is subject to UK regulatory regime and is therefore targeted at consumers based in the UK.

(+44) 121 233 0611
enquiries@kindwealth.com

helping you reach your life goals through proper management.

Kind Wealth Limited is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority.

Quilter Financial Services Limited and Quilter Mortgage Planning Limited are entered on the financial conduct register (https://register.fca.org.uk/s) under references 440703 and 440718.

Kind Wealth is registered in England and Wales No 08431437, Registered Address Old Bank Chambers 582-586 Kingsbury Road, Erdington, Birmingham, B24 9ND.