Tax planning

The quality of our tax planning advice is a key strength of our business. We have considerable experience in planning and implementing tax-mitigation strategies for individuals who are moderately affluent, as well wealthy individuals, families and entrepreneurs.

We advise clients on setting up wills to reduce the reach of the taxman, and regularly help our clients to structure family wealth, including businesses and property, using trusts and other asset-protection strategies, to safeguard assets for the benefit of future generations or charitable causes.

Taxation is controllable, to a degree, and our clients benefit from our proactive approach which sets out to minimise taxation on all income and gains.

Please be aware that tax planning and tax advice is not regulated by the Financial Conduct Authority.

Accredited Firm of the Year 2018

The team at Acumen Financial Planning are delighted to be awarded Accredited Firm of the Year 2018 at the recent CISI Conference & Awards. Accredited Firm of the Year 2018.