Tax Planning
Protect what’s yours with bespoke, independent tax advice for business owners and individuals.
Inheritance Tax Planning In Hampshire
Intergenerational wealth planning is made much more manageable when you tackle Inheritance Tax planning head on. Directors and business owners can also extract profits from their companies tax-efficiently and legally to restructure, sell, or limit tax liabilities for personal reasons.
No matter your goal for tax planning, we have decades of experience dealing with tax planning for individuals and businesses and have a reputation built on trust with our many existing clients.
Based in Hampshire and Dorset but with clients in London and the surrounding areas, we offer valuable and impartial advice around all things taxation.
Benefits of tax planning for individuals
Protect Your Income
Tax-free allowances are there for a reason and you can remove the burden of tax from you and your loved ones. This helps you protect your wealth and plan for the future.
Make Better Decisions
With more money available, you can make financial decisions that benefit you in the longer term. This can come in the form of investments, retirement planning, and protection.
Reduce IHT Liabilities
Tax planning can free you up to reduce IHT liabilities from your estate once you pass. This helps your beneficiaries and means they can avoid a headache and enjoy your assets.
An In-House Tax Specialist
Central to the financial planning service we offer is our in-house Chartered Tax Advisor. This is a cornerstone of our commitment to helping you grow your wealth and protecting you against tax liabilities.
It also means we can deliver…
Personalised tax planning strategies that align with your circumstances and goals.
An integrated approach that can tie tax planning in with your overall wealth management strategy, or as a standalone service.
Peace of mind that you are receiving informed, up-to-date advice.
What tax planning can do for business owners
Extract Profits
Do you own a business and want to extract profits from it tax-efficiently? We can help. Dividends, for example, help business owners reduce National Insurance contributions and take profits from the business without expensive tax ramifications.
Restructure Share Classes
Directors and owners may want to restructure share classes to change financial decision making within the company, alter voting rights, or for dividend and capital distribution. Restructuring can also help you attract new investors, maintain control over your company, and carry out estate planning by issuing shares to employees or family members.
Various options available
On top of these, there are options such as gifting, adult children purchasing shares, paying interest on loans, restructuring shares, and paying into pensions, all of which can help you minimise your tax contributions and maximise your personal profits.
Overall, the possibilities are vast, and it all starts with a conversation with an independent team of advisors who have wide access to the market.
How Do We Charge?
Unlike other firms, we're transparent with our fees meaning no hidden costs along the way.
Why ChooseW Wealth?
Choosing W Wealth Management means benefiting from years of unique experience in the industry. With comprehensive strategies built around you, our flexible, independent approach helps you navigate the difficulties of taxation with vast access to different products. This allows you to focus on your future and look forward with confidence.
A strategic approach
Our team excels in tax planning to optimize benefits for you and your beneficiaries by aligning strategies with your objectives for long-term financial security.
Technical expertise
Tax planning can be complex. Our specialists simplify Capital Gains Tax, Inheritance Tax, and adapting to changes for effective planning.
A bespoke service
Our service focuses on your wealth goals, including passing on assets, investing, and helping younger adults with property.
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Speak To Our Team
The professionals at W Wealth are well-versed in all things tax planning. No matter your requirements now or your goals for the future, we’re equipped to come up with a plan that benefits you and your loved ones when it comes to your estate and tax situation.
With a professional, trusted service, we help you make the most of your wealth with efficient, effective tax planning in Hampshire, Dorset, and beyond.