Being savvy with tax mitigation where possible and appropriate
Make the best use of tax shelters for both immediate results and longer-term gain
We have a great deal of experience and technical know-how in the area of taxation; we use this knowledge to help reduce our clients’ taxation bills and build tax efficient portfolios. We do not have the same remit as an accountant, however, where necessary we work with professional firms of accountants on our clients’ behalf.
We are here to help you understand the genuine tax saving and tax planning opportunities which work for you. It is not about taking undue, or unnecessary investment risk just to get a tax saving. Suitability and appropriateness of a solution will always come first. We can offer advice to help you reduce your tax burden and where appropriate invest your money as tax efficiently as possible. This will encompass your immediate tax burden as well as the tax efficient construction of investment portfolios suited to medium to long-term needs.
Tax planning features in just about everything we do, but we are not aggressive tax planners. We use a number of legitimate and good quality tax saving techniques. Where necessary, we will work with more specialist tax consultants to deliver the best outcome for our clients.
“I have been a client of Cambourne for over 20 years during which time my adviser has been there to guide me through many changes to my financial circumstances. Cambourne have helped me to build up a decent portfolio and I can now look forward to a comfortable retirement. I trust the advice that they give to me and have recommended them to many of my family and friends, and will continue to do so.”