Keep more of your wealth within the family.
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.
I found Sanjay particularly helpful and extremely patient: my options were spelled out in plain, jargon free English. Sanjay was not the first pensions advisor I had spoken to but he was the most straight forward and down to earth.
If anyone is looking for a professional who is both knowledgeable and trustworthy then Sanjay fits that perfectly. Everything was made simple and fully explained with nothing being too much effort. Sanjay sorted not only all my previous pensions but also those of my wife. Couldn’t be happier
Whereas a number of other local advisors I contacted were not really interested in my particular circumstances as they would not be handling the actual transfer, Sanjay was willing to help from the start. Once engaged, Sanjay's questions made me really think about my financial future and other options, and the final report was far more thorough and detailed than I had expected. At the start this was a process I had to go through, whereas by the time I received the final report, it was a process that I was glad I had gone through and chosen Sanjay to guide me through it.
Discover Our Other Services
Looking to make the best financial decisions across your lifetime? We help by bringing everything together under one cohesive plan which moves you towards your goals.
Savings & Investments
Do you want to grow your wealth? At Hanson, our team can help you craft an investment strategy which mitigates risk and maximises returns.
How do you keep your wealth safe and stored in a tax-efficient way? Our in-house specialists provided the ongoing analysis you need to discern the answers.
Pensions & Retirement
How much do you need for retirement, and how do you get there? Should your income be an annuity or other option? We can help you sift through these complex questions.
Are you paying more tax than is really necessary? Our team provides the leading insight you need to regularly review your tax position and put money back in your pocket.
Need help buying your first home or getting a better mortgage deal? Give yourself the best range of options on the market with the help of an industry specialist.