Evergreen Financial Limited

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Tax Planning & Advice

Our staff are fully trained and keep up to date with current developments to deal with all taxation affairs and offer advice to help you reduce current or future tax liabilities. Higher earners and high net worth individuals requiring more sophisticated tax planning or investment portfolio design services can rest assured that our highly trained staff can help them reach their objectives.

By developing close relationships with clients we are able to pinpoint potential pitfalls in advance and provide the best and most suitable advice. We can combine tax planning with sophisticated investments and wrappers to formulate the right solution for you.

Whether you are planning for the future, or selling an asset, we can help you to make the right decision on all of your taxation affairs.

Estate Planning

We provide a discreet estate planning service that includes:

a) Transferring agricultural or business property

b) Transferring assets into trust

c) Arranging adequate life assurance to cover potential inheritance tax liabilities

d) Making full use of exemptions and lower tax rates on lifetime transfers

e) Optimising lifetime transfers between spouses

f) We strongly advise you to begin your estate planning right away by contacting us.

Personal Tax Planning

With the tax regime becoming more complex and more emphasis being put on taxpayers' individual responsibilities, everyone who is subject to taxation needs professional advice and support if they are to optimise their tax position and ensure they meet all the compliance requirements.

We can provide you with year round tax advice on:

a) Income tax

b) Capital Gains tax

c) Inheritance tax

d) Trusts and estates

e) Non-domiciliary tax issues

Every pound of income tax you save means more income at your disposal, every well planned disposal of assets means minimal loss of capital gains, and every inheritance tax saving means more benefit for your beneficiaries.



Evergreen Financial Ltd

65 London Wall

Tel: [44] 020 7631 9572
E-mail: contact@evergreenfinancial.co.uk