Personal Tax Planning

We will help you think about your personal tax so you stay on top of your figures.

Personal Tax Planning

If you’re not good with taxes, you’re not alone. The UK doesn’t make taxes easy, but there are a lot of resources out there to help. Namely, the team at Lawrence Grant will be able to provide you with the tools and resources that you need to keep your finances in order and ensure that your taxes are properly filed and paid.

Plus, while we’re helping you get things in order, we’ll also offer plenty of helpful tax planning advice and insight that you can use in the future. We are committed to helping you pay the least amount of tax required while still following the letter of the law. Let’s have a chat today!

Read on to learn more about our personal tax planning services and how we can take the stress away from your financial planning with personal tax assistance and more.

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Unexpected Personal Tax

At Lawrence Grant, we believe in helping everyone realise that they could be overpaying or improperly paying their taxes at their own expense. Not only that but with so many taxes and considerations involved, it can be hard to keep up with everything. You have to plan for things like:

  1. Income tax on earnings
  2. Income tax on savings
  3. Property taxes
  4. Tax on the sale of shares or other assets
  5. Additional tax issues and concerns

Do you understand your employer’s tax scheme options? Do you know how to handle State Pension or an inheritance when you receive one? The chances are that you’re not quite familiar with the details. Even those who are good with finances and well-educated on tax laws and codes may still not know everything.

Plus, can you keep up with all the changes? Tax codes and requirements change every year, and sometimes more often than that, and it’s important to stay on top of things so that you don’t accidentally mess something up or make an error that could have been avoided.

More Than Tax Planning

When you choose the team at Lawrence Grant for your personal tax planning needs, you’ll also gain access to our other valuable services, including everything from inheritance tax insights and assistance to retirement planning, strategies and checklists for money management, and more. We even offer invaluable assistance with HMRC tax enquiries to ensure that you get through them without a hitch and without being charged more than necessary.

We know that you have a busy life and that you’re not a financial expert. That’s why we provide our services - you have a lot on your plate. The last thing that you need is to fill your mind with tax brackets, payment terms and other financial details that are just going to get more confusing the more you research. When you choose to work with us, you can trust that we’ll take care of everything that you need, including tax planning and helpful advice to legislate for potential future tax issues and liabilities.

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Tax Planning Resources

In addition to our team of experts, we’ve cultivated a collection of resources and tools that will help you improve your own financial education and tax position. You’ll even find downloads such as our “Tax and Financial Strategies 2021 guide” that can help you understand the state of personal tax and income tax in the UK, as it most recently stands.

We have an array of checklists and strategic resources to help you better manage your money. With the combination of this insight and our team, you will be in the best financial position for tax planning and a secure financial future in no time at all.

After all, that’s perhaps one of our best assets-- we’re not just accountants or planning consultants. We truly can handle it all, giving you the chance to get your finances managed in one place, by one team. This ensures everyone is on the same page and you aren’t going back and forth between three different organisations to manage your money.

Protect Yourself and Your Future

Everyone has different elements to consider when it comes to their tax affairs. There is not a one-size-fits-all approach to provide solutions, which is why having a team of dedicated professionals on your side, who want to get to know you, can make all the difference. We can help you with international tax matters, dealing with enquiries and investigations. We can also help with administration and estate planning.

Lawrence Grant can even help you establish trusts and settlements, or deal with other unique tax structures and rules that you might not be familiar with. It’s all about creating the ideal solution that suits your personal needs and helps set you up for the future that you deserve.

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It’s Always Personal

Personal tax planning is inherently that–personal. It is a service that is (or should be) customised and tailored to your specific needs. That’s why it is integral for you to find a team of financial professionals who can assist you with every single aspect of your personal or business tax planning, from simple tax prep and assessments to serious financial matters.

When you contact us, we’ll first sit down and discuss with you exactly what you need. We’ll chat about all of your different tax issues, concerns, personal goals and financial planning needs. Usually, people come to us with a simple tax question or service and realise that they need much more than that, after all. That’s why a custom consultation and bespoke solution is the only way for the team at Lawrence Grant.

Our goal is to help you, no matter what that means. That’s why we offer support and assistance along with educational tools. We not only want to help you, but we also want to empower you to take control of your personal tax, financial planning, and other money matters, so that you can live your best life and enjoy it with the least amount of stress possible.

If you’re ready to learn more or discuss your custom tax planning solution,

have a chat with a member of our team now.

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Lawrence Grant

Lawrence Grant is the trading name of Lawrence Grant LLP. Registered to carry on audit work in England and Wales for a range of investment business activities by the Institute of Chartered Accountants in England and Wales. Registered in England and Wales No. OC431805
A list of members of Lawrence Grant LLP is open to inspection at the Registered Office.