Chatteris: 01354 692607 | Dereham: 01362 692182 | Downham Market: 01366 321431 | Ely: 01353 662203

Heacham: 01485 571366 | King's Lynn: 01553 660033 | Swaffham: 01760 721992

Watton: 01953 880800

Tax Planning

We advise on Income, Capital Gains and Inheritance tax mitigation. We have a proven track record of achieving significant savings through both relatively simple and highly complex schemes. We handle the tax affairs of clients from all walks of life, with different financial situations.

In the absence of a properly prepared Will and tax planning, often large sums of tax become payable. With the correct preparation this is unnecessary. In some cases a combined tax-free sum of £650,000 is available to offset against the estate on the death of the surviving spouse or civil partner.

It is important to take advice on how this affects you sooner rather than later, as the exemption is not granted automatically; it must be claimed, and paperwork in support of the claim produced.

Click here for more information on Tax Rates and Taxable Bands.