01900820160 fosterd@jeffriesinvestments.co.uk

Tax Planning

Some people pay too much tax, or miss out on opportunities to reduce their tax.

If you have investments, pay higher rate income tax, or run your own business, you should have your position reviewed.

If you are married and one of you is in a  higher rate tax bracket than the other, you should have your position reviewed.

If you, or your partner, came from overseas, you should have your position reviewed.

To discuss this further, please contact us.

Jeffries Independent Financial Advisers is a trading style of C H Jeffries (Pensions & Financial Planning) Ltd which is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 116127 http://www.fca.org.uk/register.

C H Jeffries (Pensions & Financial Planning) Ltd Registered Address: Fairview House, Victoria Place, Carlisle, Cumbria, CA1 1HP. Registered in England & Wales, No. 1998376.

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The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk

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