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Tax Planning for Life 2018-19

TPL2018 19 icon stripOur annual Tax Planning for Life navigates you through a wide range of tax planning opportunities and wealth planning strategies for all stages and facets of life.

The guide is designed to give you ideas on how you can arrange your taxes, investments and wider financial affairs to reduce your own and your family’s current and future tax liabilities.

With Scotland now having its own set of income tax rates and bands, which marks a significant new stage of tax devolution, there will be additional tax issue and a few anomalies that will have to be considered this year.

We are here to help, so when you’ve worked out your own priorities give us a call and we will arrange a suitable time to meet with you to discuss the tax & wealth planning strategies in more detail. 
What’s in the guide?

  • Income tax across the UK.
  • Transferring assets between couples.
  • Working life: dividends, research and development, share options, entrepreneur’s relief.
  • Thinking of selling or passing on the family business to the next generation?
  • Investing in property – should you hold personally or in a company?
  • Pensions: Don’t write of annuities.
  • Investing your nest egg: ISAs, bonds, savings and trusts.
  • Your starter for 10 tax planning checklist.

You can also download a copy of Tax rates 2018-19>more

Once you've worked out your priorities for the year ahead, give us a call on 0141-272-0000 to arrange an appointment.

We look forward to hearing from you and creating a Tax & Wealth Plan for your life. Download Tax Planning for Life 2018-19 (pdf)s and allowances between couples

MAFS at NHS Scotland Event
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