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Tax planning

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You work hard to receive your income each month. Saving regularly and building your wealth can be rewarding. Efficient use of your allowances for income tax, capital gains tax and perhaps inheritance tax can help your wealth grow faster and ensure that more of it is passed on in the event of your death.

The Budget sees changes to the tax system every year and keeping up with those changes can be difficult. Optima Financial look to review your financial affairs on a regular basis to ensure that maximum use is being made of your legal allowances to capitalize on your wealth creation and retention.

We see this as part of your holistic financial planning and build it in to all advice that we give. Contact us to see if we can help you save money and build your wealth.

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