Tax/IHT
Independent Financial Advice for Everyone
At BMSG, we understand that tax rules and regulations are constantly evolving, making it essential to regularly review your tax situation and keep your financial affairs in order. Our Tax and Inheritance Tax (IHT) Services provide comprehensive planning and guidance to help you navigate the complexities of taxation while maximising available allowances and reliefs.
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Collaborating with your accountant, our dedicated team offers a fresh perspective on your tax situation, ensuring a holistic approach that explores all available options. We understand that each client's circumstances are unique, and we take the time to assess your individual needs, goals, and financial objectives.
Stamp Duty Land Tax (SDLT)
Capital Gains Tax (CGT)
Income Tax planning
Care Home Fees Planning
Take control of your tax affairs and secure your financial future. Contact us today to schedule a consultation and let our experienced advisors guide you through the intricacies of tax planning.
We are committed to keeping you informed about the latest tax regulations and helping you make strategic choices that align with your financial goals. We offer a comprehensive approach to tax planning, ensuring that you leverage available allowances and reliefs to their full potential.
Frequently asked questions
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Whose products do you advise on?BMSG is completely independent and can therefore source and recommend financial products from the whole of market; our aim is to find the right solution for you.
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If your advisors are Chartered, what does that mean?Chartered status is a recognition of professional excellence and is awarded by an independent body. Our Chartered advisors are all Chartered Associates of the London Foundation for Banking and Finance (https://www.libf.ac.uk) and their awards can be viewed on our about page. The award indicates that an individual has not only achieved the highest level of relevant academic qualifications, but has also demonstrated excellent service over a number of years. Chartered advisors are required to maintain suitable and up to date industry knowledge via the Continuing Professional Development (CPD) regime.