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Most of us face being taxed on our income, our capital gains, and in some circumstances the value of our estate when we die.
Taxation can be very complicated, and the rules, reliefs and allowances often change, so it is worth obtaining a clear grasp of how these taxes work by discussing with a professional adviser the most efficient way to arrange your finances.
An expert will be able to help you plan your taxes in advance and come up with effective strategies that will use the lawful reliefs and allowances to minimise the amount you have to pay.
By understanding how taxation works, you should be better prepared to manage your finances and you could save money in the long run.
One thing can be said for all forms of tax: if you do nothing, it is highly likely that you will end up paying more to the Government than you actually need to do.
When we tell you about a fee, you will always receive a clear explanation of: The total fee, the advice service it relates to, how it's been calculated, when you need to pay it and your payment options.
TAX TREATMENT VARIES ACCORDING TO INDIVIDUAL CIRCUMSTANCES AND IS SUBJECT TO CHANGE.
THE FINANCIAL CONDUCT AUTHORITY DOES NOT REGULATE ADVICE ON ESTATE PLANNING.
THE FINANCIAL CONDUCT AUTHORITY DOES NOT REGULATE SOME FORMS OF TAXATION.
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Is life insurance necessary when taking out a mortgage?
While life insurance isn’t mandatory when securing a mortgage, it’s highly recommended. It offers peace of mind, ensuring your loved ones would be financially protected if something were to happen to you. Many clients find that life insurance provides a valuable safety net, especially when taking on a long-term financial commitment like a mortgage.
At Verve Financial Limited, we can help you explore life insurance options and find the right plan that aligns with your family’s needs and lifestyle. Protecting your future has never been easier.