07711952117 martin.smith@smbwealth.co.uk

Taxation

Many people pay too much tax, or miss out on opportunities to reduce their tax.

SMB Wealth Management will discuss all of your pension and non-pension investments in the context of personal taxation and suggest a range of tax-efficient solutions.

Amongst other things, we will explore whether you are getting the full benefit of your annual exemptions and allowances and we will tell you how pension contributions, ISA's, Trusts and Inheritance Tax planning can work to your advantage.

If you have investments, pay higher rate income tax or run your own business, an SMB Wealth Management Financial Review will highlight any areas where your money could be made to work more efficiently for you.

To discuss this further, please contact us.

SMB Wealth Management is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 478255 http://www.fca.org.uk/register.

SMB Wealth Management Registered Address: 11, Arun Way, Bognor Regis, PO214HF. Registered in England & Wales, No. 06449259.

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