• Yorkshire: 01423 520 052 | North East: 0191 232 8391 | Edinburgh: 0131 600 0052 | London: 020 3011 5252

Tax Planning

Our tax planning service may be appropriate if you have a large investment portfolio held outside of tax efficient wrappers, such as a NISA or Pension.

We can review your portfolio after each Investment Committee meeting with a focus to restructure any investment alterations within the portfolios, where necessary, whilst adhering to the Capital Gains Tax criteria set by you.

We seek to use Capital Gains Tax planning opportunities including utilising available annual allowances, transferring assets between spouses if possible and crystallising any losses if we feel that this would be in the long term advantage of your overall financial objectives.

While there will be a focus on tax planning for clients who choose this service, the main priority will always remain the investment criteria in any decisions implemented, with no alterations made for the sake of tax alone that would materially impact the performance of your portfolio.

Our Investment Department monitors our investment portfolios on an ongoing basis and presents any recommendations for portfolio alterations to the Ellis Bates Investment Committee at regular meetings. Any agreed changes are then communicated to you, with commentary and rationale for any fund replacements.

More importantly, there may be periods where we believe it is essential to alter our strategic asset allocation due to underlying market conditions or potential future economic developments.

These are the decisions that can have wider implications on the value of your portfolio and you can be confident your investments are being aligned to the views of our Investment Committee at the time the decisions are made.

Inheritance Tax

We will guide and advise you on how best to position your assets so that you’re confident they’ll end up where you want them, whilst reducing your tax liability as much as possible.

Long Term Care

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School Fees

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