Personal tax planning

Jon Avol – Waterfords undertakes creative and responsible tax planning for our clients.

We can help to ensure that your affairs are dealt with in the most tax-efficient manner, and our knowledgeable team can offer expert advice on:

  • Income tax
  • Capital gains tax (CGT)
  • Inheritance Tax (IHT)
  • Trusts and estates.

We can assist you in structuring an optimal income tax position so that you have more income at your disposal. Jon Avol – Waterfords can also help you to mitigate your CGT liability by advising on the efficient disposal of assets.

We can also advise on IHT planning (including the use of trusts) to create more benefit for your beneficiary. Trusts can be an extremely efficient way to set aside assets for future beneficiaries outside of the IHT net. The experienced team here at Jon Avol – Waterfords can also advise you on the most suitable type of trust for your purposes, arrange to set up trusts and assist you in the completion of a Trust Tax Return. In addition, we can also advise on Wills and can act as Trustees or Executors.

Make sure you take full advantage of the tax saving opportunities open to you – call us today for a personal tax planning review.

Regulated for a range of investment business activities in the United Kingdom by the Association of Chartered Certified Accountants.