IFA Stonehouse, Gloucestershire ~ Financial Adviser Stonehouse, Gloucestershire ~ Financial Planning Stonehouse, Gloucestershire ~ Financial Advice Stonehouse, Gloucestershire
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Introduction to Tax Planning

Taxing Questions

Most of us risk being taxed on our income, our capital gains and the value of our estate when we die. It is worth obtaining a clear grasp of how these taxes work by discussing with a financial adviser the most tax efficient financial planning for you.

One thing is for sure with all forms of tax; if you do nothing, the government will make sure a share of your hard earned wealth ends up in their hands.

Levels and bases of and reliefs from taxation are subject to change and their value depends on the individual circumstances of the investor.

The Financial Services Authority does not regulate Taxation & Trust advice.

For further information about the 2012 Budget changes please click here.


General Enquiry
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Company address:
Gerry Dupree, Unit 17 Springfield Business Centre, Brunel Way, Stroudwater Business Park, Stonehouse, Gloucestershire, GL10 3SX
T: 0845 307 0301
F: 0845 307 0302

Email: ifa@gerrydupree.co.uk

Registration address as company address
Registration number: 4289129
Registered in: England & Wales

Gerry Dupree & Company Ltd is an appointed representative of TenetConnect Services Ltd, which is authorised and regulated by the Financial Services Authority.

TenetConnect Services Ltd is entered on the FSA register (www.fsa.gov.uk/register/) under reference 150643

The FSA do not regulate all forms of mortgages, offshore funds, taxation or IHT planning.

For Investment planning we make recommendation based upon the Whole Of Market.

The guidance contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK. The information in this site does not confer any form of personalised financial advice.

Telephone: 0845 307 0301 | ifa@gerrydupree.co.uk

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