Introduction to Taxation

  • We offer a complimentary introduction meeting to understand your existing plans and your financial objectives so that we can offer you the right advice and service that meets your objectives and your preferences.
  • Our personalised evidence-based recommendations that build on your current plans are achieved using robust research. We investigate different financial scenarios so that you can be confident in achieving your objectives.
  • 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.

Body

Taxing Questions

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.

Get in touch

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.

Warning Text

icon

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.

Every episode is a gateway to new knowledge and endless inspiration!

Related podcasts

  • service

    What is Inheritance Tax Planning?

    All about inheritance tax planning with Michelle Boakes.

    LISTEN NOW
  • service

    What is Long Term Care Annuity?

    All about long term care annuity with Michelle Boakes.

    LISTEN NOW
  • service

    What Does A Financial Adviser Do?

    Michelle Boakes explains the role of a financial adviser.

    LISTEN NOW
  • service

    What Does A Mortgage Broker Do?

    Gary Boakes explains the role of a mortgage broker.

    LISTEN NOW
icon

ESTATE PLANNING IS NOT REGULATED BY THE FINANCIAL CONDUCT AUTHORITY.

Unlock the answers you seek- the best solutions often start with the right questions!

FAQs

Curious about client experiences?

What our clients say

  • Louise
    "Verve are genuinely passionate about your financial future, whether you're 19 or 90"
  • Brenda and Paul
    "We feel positive about our future and feel our finances are in safe hands"
  • Juliette
    "I really love working with Michelle, she went above and beyond to help me get my ideal mortgage"
Stay in the loop

Latest News