Genuinely independent,
fee-based financial advice

Taxation

Whilst paying our taxes is a legal and civic duty, many people pay more than what they have to because of errors or missing out on opportunities to reduce their tax. If you wish to discuss your tax affairs, please contact us.

If you have investments, pay higher rate income tax, or run your own business, you should have your position regularly reviewed.

If you are married and one of you is in a  higher rate tax bracket than the other, you should have your position reviewed to optimise your tax position.

If you (or your partner) came from overseas or leaving this country, you should have your position reviewed.

If you have assets in excess of £312,000 (including what you have given away in the past seven years), you should have your position reviewed

If you have made (or are about to make) a significant capital gain, you should have your position reviewed.

Even if you are amongt those precious few who have no conceivable tax issue at all, we would love to hear from you. We may nominate you for an award!

Budget

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The Financial Services Authority does not regulate taxation, tax planning or trust advice. Levels and bases of, and reliefs from, tax are subject to change.

Anderson Ross Independent Financial Planners is a trading style of Anderson Ross Financial Services Ltd which is an appointed representative of 2020 Financial Services Limited which is authorised and regulated by the Financial Services Authority. 2020 Financial Services Limited is entered on the FSA register (www.fsa.gov.uk/register/) FSA Registration No: 188388 Registered in England, No. 3668738 Registered Office: 35 Beaufort Court, Admirals Way, South Quay, London, E14 9XL