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Introduction to Tax Planning

Taxing Questions

Most of us risk being taxed on our income, our capital gains and the value of our estate when we die. It is worth obtaining a clear grasp of how these taxes work by discussing with a financial adviser the most tax efficient financial planning for you.

One thing is for sure with all forms of tax; if you do nothing, the government will make sure a share of your hard earned wealth ends up in their hands.

Levels and bases of and reliefs from taxation are subject to change and their value depends on the individual circumstances of the investor.

The Financial Services Authority does not regulate Taxation & Trust advice.

For further information about the 2012 Budget changes please click here.


General Enquiry

Davies Heulyn Davies Ltd

Office Addresses:

Cardigan
6a St Mary Street, Cardigan, Ceredigion. SA43 1HA / 6a Stryd y Santes Fair, Aberteifi, Ceredigion. SA43 1HA
Tel/Ffôn: 01239 800330
Fax/Ffacs: 01970 636678

Aberystwyth
12 Baker Street, Aberystwyth, Ceredigion. SY23 2BJ / 12 Stryd y Popty, Aberystwyth, Ceredigion. SY23 2BJ
Tel/Ffôn: 01970 600007
Fax/Ffacs: 01970 636678

Email: info@dhdifa.co.uk

Davies Heulyn Davies Ltd. Registered in Wales No 4066956.

Registered Office 12 Baker Street, Aberystwyth, Ceredigion. SY23 2BJ

Davies Heulyn Davies Ltd is authorised and regulated by the Financial Services Authority Awdurdodir a rheolir Davies Heulyn Davies

Directors: Clive Davies, Aled Davies, B/Sc Econ/Agri Econ, Euryd Jones

Telephone: 01970 600 007 | info@daviesheulyndavies.co.uk

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