Tax Planning

Tax Planning

According to Benjamin Franklin’s famous assertion, the only certainties in life are “death and taxes”. When it comes to inheritance tax, they arrive together.

Should the taxman take your assets when you die? Especially when you’ve already paid tax on the money you earned to buy them? There are ways to protect your assets. Careful planning can reduce or even eliminate any IHT payable – allowing you to do more with your money for the people you love.

As independent Wealth Managers we offer expert advice on Investments and Pensions. Our core investment principles of timing, preservation, and growth allow us to react quickly to changes within the global markets, protect our clients’ capital, and deliver positive returns.

20170413100736.jpg

“Just a small note to thank you for meeting with us to discuss our pension options. You made a potentially stressful situation so much easier, for which we are very grateful.”

Lewis & Jill B

 

Ready to work with us?

You can call us to talk more about your business on +44 (0)1223 200650 or +44 (0)20 3865 0149

What's Covered?

Proactive advice
Clarity of vision
Real service
Confidential

About La Playa Wealth

Specialist & Independent

La Playa’s intelligent approach to financial services is founded on absolute integrity, an in-depth understanding of our clients, a high calibre team of advisers and a commitment to excellence in service.

Investing with Intelligence

  • Proactive advice: tapping into the intellectual capital of a Chartered Wealth Manager - your financial ‘life coach’
  • Clarity of vision: with cashflow modelling to show how and when you will reach your objectives
  • Real service: a regular, rigorous review of your plan - not just ‘service by mail’; and quarterly market insights and commentary
  • Real commitment: a long-term, personal relationship with face to face meetings - spending time with you to really understand your priorities

Together with our sister company La Playa Ltd, we offer a joined-up approach, with insurance and other financial services all under one roof. 

Get in touch - our initial consultation is free, and it could be the best move you make this year.

Photo from Wealth
Henry155.jpg

Henry Metcalf Chartered FCSI PCIAM

INVESTMENT MANAGER

Direct Dial: +44 (0) 1223 200650

Mobile: +44 (0) 7900 823 838

Email: henry.metcalf@laplayawealth.com

Twitter: @HenryMetcalfLaPlaya