Tax Planning

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It’s a given that we dot the i’s and cross the t’s for you here at Ellis Lloyd Jones. At Ellis Lloyd Jones, we aim to make our clients’ tax and financial affairs as efficient as possible through our financial planning service.

Every pound of income tax you save means more income at your disposal, every well planned disposal of assets means minimal loss of capital gains, and every inheritance tax saving means more money in the hands of the people you love.

Services Include:

  • Income tax planning (inter-spouse income transfers, maximising and preserving allowances etc)
  • Use of losses
  • Tax efficient investments/pensions
  • Capital gains tax planning
  • Inheritance tax planning
  • Tax efficient borrowing
  • Tax efficient pay and benefits
  • Gift aid
  • High income child benefit charge