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Taxation & Trusts

This section looks at two areas:


Firstly the main types of taxation and how the use of financial products can reduce a tax liability, and

Secondly an explanation of Trusts, and how they can be used in financial planning.


These areas generally need a lot of planning and consideration, if you have any questions or want to look at different options regarding Inheritance Tax Planning, the Use of Trusts and Taxation issues.

Income Tax & Inheritance Tax levels, bases and reliefs from taxation may be subject to change.
The FCA do not regulate some forms of tax planning.