Call on 0115 947 5545 |

Making more of your wealth

Our experienced financial advisers at George Square Financial Management help personal and corporate clients to organise their affairs in a tax-efficient manner.

When it comes to investments, whether you’re looking for capital growth or to produce income, careful tax planning will not only help you to invest in the right assets, but will also ensure you are making the most of your tax-free allowances.

Understanding your objectives

As with any aspect of financial planning, we’ll build a detailed picture of your current position, both in terms of asset base and past, present and likely future tax liabilities. We’ll make sure that we fully understand your attitude towards tax and tax risk, and where appropriate, we will work with your other professional advisers to provide a co-ordinated tax planning solution.

Our central approach is to look at the whole picture to assess the impact of the main UK taxes, and recommend different structures to minimise the impact of income tax, capital gains tax and inheritance tax. Our expertise includes:

  • Cash and Savings
  • Pensions
  • Venture Capital Trusts (VCT)
  • Enterprise Investment Schemes (EIS)
  • Seed Enterprise Investment Schemes (SEIS)
  • Private Investment (making use of capital allowances)

Get in touch

Why not take advantage of a FREE initial consultation with one of our independent financial advisers and make more of your wealth through efficient tax planning? Call the George Square Financial Management team on 0115 947 5545 to arrange your appointment or contact us online here

Past performance is not a guide to, nor does it guarantee, future performance. You should be aware that the value of an investment can fall as well as rise and that investors may not get back the amount they invested. The Financial Conduct Authority does not regulate tax advice.

Get in touch

For further information on how George Square Financial Management can help you protect and build on your finances, please complete the enquiry form below.

What would you like to talk to us about?