Billions of pounds is lost by families each year in needless taxes, due to poor planning. In an uncertain world, it’s vital to make your finances work as hard as possible for you.

At Hanson Financial Services, our team specialises in helping clients put more of their hard-earned money back into their pockets through tax planning. Perhaps there are ways to streamline your income (e.g. business owners taking dividends). Maybe you have a complex estate which potentially faces a large inheritance tax bill in the future. In cases like these, we can help.

Whilst we all want to pay our fair dues, we also want our families to receive the same. For many people, spending time to optimise their taxes could result in thousands of saved pounds. There are many vehicles and strategies which might be recommended to achieve this including stocks and shares ISAs and tax-efficient investments – such as EIS-qualifying investments. In all cases, we take the time to review your distinct needs and goals to find an appropriate, tailored solution which works for you.

How it works

• We talk through your tax position and estate – and where you want to go in the future.
• Our team runs a thorough analysis of your tax profile overall financial plan.
• We put our comprehensive set of recommendations to you, in a clear and actionable plan which is easy to understand.
• We implement the plan and review your portfolio with you regularly, to ensure it moves in the right direction over the long term.