Tax planning
Beekeepers strive to maximise honey production from their bees. Similarly, we work with our clients to maximise tax efficiency and minimise liabilities, ensuring they retain more of their hard-earned assets.
The UK tax system is a labyrinth of ever-changing rules and regulations. At A.K.M Financial Wealth, we simplify what can otherwise be an overwhelming and daunting process.
We’re here to provide expert advice on how you can best navigate the system to ensure your wealth is structured in the most tax-efficient way.
By reviewing your finances and discussing what you want to achieve, we devise a long-term plan using the lawful reliefs, allowances and exemptions available to you.
This ensures the amount of tax you pay is minimised so you keep more of your money to enjoy or pass onto your family.
Tony has been our financial advisor for many years. He delivers clear and comprehensive guidance on a range of issues with integrity and is always available when required. We have always trusted his judgement and advice.
John and Helen
Cheshire
June 2024
Inheritance tax (IHT)
As we get older, we think more about what we will leave behind to those we care about most.
By taking proactive steps now, you can protect your estate and provide for your loved ones long after you’re gone.
We can help develop a tailored strategy to efficiently manage the transfer of assets, from will planning and establishing trusts to life insurance and gift planning. Our comprehensive approach allows you to reduce your inheritance tax bill so more of your wealth goes to your beneficiaries.
Inheritance Tax Planning is not regulated Financial Conduct Authority.
Capital gains tax (CGT)
Capital gains is the tax you pay when you sell, trade or gift assets, such as stocks and shares or property, for a profit.
Many people do not realise they have to pay a tax on the gains they make. However, it is an important aspect of financial planning that can significantly impact your overall investment returns.
We specialise in helping clients navigate the complexities of CGT and develop an approach to reduce your bill.
A.K.M Financial Wealth Limited is an appointed representative of 2plan wealth management Ltd, which is authorised and regulated by the Financial Conduct Authority. It is entered on the Financial Services Register (www.fca.org.uk) under reference 843234.
Registered office: A.K.M Financial Wealth Ltd, AZETS, Venture Park Road, Tamworth Staffordshire B78 3HLI. Registered in England Number: 8620812.
The Financial Ombudsman Service is available to mediate individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit: http://www.financial-ombudsman.org.uk/contact/index.html
The information contained with this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.