Get your personal wealth planning checklist
According to The Taxpayers Alliance, the average household pays £1,101,255 tax in a lifetime. And this is an average household. As we consider our clients to be way above average, the amount of pound notes you pay to the tax man over the course of your life will be eye watering.
Spend 7 minutes completing this wealth maximising checklist and start making your money work harder for you and cutting your personal tax bills down to size! It’s split into 2 sections:
The first section is all about you and your family, and the taxes they pay. This not only includes you, but your parents and children. As significant savings can be made across generations, it’s worth spending some time here. Also consider giving a copy to your parents to complete.
The second section is all about your investments, and making sure your money is working as hard for you as possible.
We have a separate checklist for minimising business taxes, so if you’re a business owner you may want to complete this as well. Please give us a call and we’ll happily send you one, or download it here.
