Tax Planning - Ascot Wealth Management

Markets go up and markets go down. The secret to long-term financial success is having a solid investment strategy, and sticking to it.

Why Use Tax Planning?

Effective tax planning can provide personal relief by ensuring you’re not overpaying on your taxes. We believe that tax planning is closely tied to pensions, inheritance, and wealth planning. By minimizing your tax liability through strategic investments, you can maximize your returns and achieve your financial goals.

In the UK, navigating complex tax legislation and policies can be challenging. Our expertise in calculating tax efficient strategies can help first-time buyers, corporate entities, and individuals optimize their financial structure and minimize liabilities such as capital gains tax and stamp duty.


Our team provides comprehensive guidance on tax-saving strategies to maximize your after-tax income. We work closely with clients to assess their financial structure, identify tax obligations, and develop tailored plans to ensure corporate and personal tax efficiency.

With expertise in both investments and taxes, we can help you explore various avenues for effective tax planning.

Corporate vs Individual Tax

Individual Tax

An individual income tax (or personal income tax) is levied on the wages, salaries, investments, or other forms of worldwide income an individual or household earns.

Basic UK taxes include income taxes, property taxes, capital gains, UK inheritance taxes, and Value Added Tax (VAT). Many of these are progressive taxes, meaning that those with higher incomes pay a higher rate.

There are many ways to reduce your tax burden and our financial advisers are armed with all the knowledge to do just that. A common way of reducing the amount of tax you pay is by maximising all the different annual allowances by contributing intor your pensions, ISA’s etc.

What ever your tax situation may be, our advisers are equiped and trained in making sure you save as much as possible when it comes to your personal tax liability.

Corporate Tax

Corporate tax, also called company tax or corporation tax, is a direct tax levied on a company’s income or capital by the government.

In the United Kingdom, the Corporate Income tax rate is a tax collected from companies. Its amount is based on the net income companies obtain while exercising their business activity, normally during one business year. Revenues from the Corporate Tax Rate are an important source of income for the government of the United Kingdom.

With corporation tax taking up a substantial part of your trading costs, and harsh penalties for noncompliance, seeking professional, expert advice is a wise move for any business.

We offer a range of services to help you comply with increasingly complex corporate tax legislation and to minimise your corporation tax liability.

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"A plan that minimises how much you pay in taxes is termed tax efficient"

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