AISA Retirement Planning
About
1 - Pension planning - reduce corporation tax /income tax liability through making Pension contributions. Invest this pension money tax free and then withdraw an income as tax efficiently as possible.
2 - Investment planning - save and withdraw an income tax efficiently using the right combination of investment plans, such as ISA's, Unit Trusts and Investment Bonds.
Diversify invested assets appropriate to your Attitude to Risk.
3 - Inheritance Tax planning - reduce exposure to Inheritance Tax following an assessment of your situation and advice on options you could consider. A large tax liability could be reduced through making gifts, Trust planning or investing in appropriate plans which qualify for tax relief.
4 - Tax efficient business sales - advising clients on how to structure assets when selling a business. Aim to mitigate liability to Capital Gains Tax on sale profits, claim back Income Tax and reduce Inheritance Tax bill that may suddenly arise once sale has completed.
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