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Tax

The UK taxation system can be daunting and complex, so it is important to understand your individual situation and analyse whether you are taking advantage of the tax planning solutions available to you in order to plan effectively.

Tax Planning

We will consider tax efficient planning for all of our investment and retirement solutions. Once you have built up your wealth, you will want to consider preserving this to be passed down to future generations.

Inheritance Tax (IHT) planning can help to ensure that your assets are passed down to your family, rather than being taxed at 40%. Without careful planning you could end up leaving a substantial tax liability on your death, thereby reducing the value of your estate paid to your chosen beneficiaries.

Our IHT planning service can include solutions such as:

  • Arranging a life insurance policy to pay any future tax liability
  • Transferring assets using lifetime gifts
  • Transferring assets into trust
  • Ensuring that your wills are set up correctly
  • The use of Business Property Relief (BPR) investments for faster IHT exemption
We maintain our independence as financial advisers, with no prior arrangements in place with service providers or products. This means we always find the best solution for every client, and every client has their own tailored financial plan.
We maintain our independence as financial advisers, with no prior arrangements in place with service providers or products. This means we always find the best solution for every client, and every client has their own tailored financial plan.

Financial Planning

Integrity365 will work with you to build financial plans to help you achieve your long-term financial goals through detailed financial planning.

Investments

Whether you are looking to save on a regular basis, invest for income, growth or a combination of these, seeking Independent Financial Advice is extremely important in helping you secure your long-term financial goals.

Mortgages

Our financial advisers are at hand to give you expert advice through potentially life changing decisions, whether you are looking to purchase your first home, secure a commercial mortgage or have a question regarding equity release.