Tax Planning

A significant factor in planning nay investment portfolio is the tax treatment of the underlying assets. We utilize a range of different tax wrappers to maximise tax allowances and more favourable rates of tax. Diversifying your investments is always good practice but it can be just as important to diversify your tax wrappers when it comes to maximising your returns

We will review all major tax regimes and their interaction such as:

income tax

capital gains tax

inheritance tax

stamp duty

dividend tax

national insurance

corporation tax

We can then advise on a range of investment vehicles and tax wrappers including but not limited to:



Unit Trusts /OEICs


Investment Bonds – onshore & offshore


Buy to Let Properties


Alternative Investments

Commercial Property

IFA | Bigmore Associates | Tax Planning

Today, we offer a comprehensive range of services, from arranging a mortgage to the lifetime management of your finances. You can find us listed on many reputable financial directories such as , and

Bigmore Associates is authorised and regulated by the Financial Conduct Authority.

Talk to us about:

Pension transfers
Pension savings
Stakeholder pensions
Occupational pension transfers
Self Invested Personal Pensions (SIPPs)
Retirement annuities
Impaired life annuities
Income drawdown
Group/Company Pension Schemes
Commercial Property Finance
Development Finance

Lifetime Mortgages
Buy to Let mortgages
Residential mortgages
Endowment reviews
Life assurance
Critical illness
Shareholder protection
Keyman assurance
Mortgage protection
Private Medical Insurance
Structured investments
Cash deposits

National Savings & Investments
ISA savings
OEIC portfolios
Offshore Bonds
Onshore Bonds
Alternative investments
Inheritance tax planning
Family trusts
Offshore savings
Inheritance trusts
Solicitors & Accountancy introductions
Lasting Power of Attorney

 Contact Adam by phone or email to arrange an initial appointment.

To find out more, call us on 01932 253939 or email us at © 2010. Bigmore Associates.

Bigmore Associates Ltd are Authorised and Regulated by the Financial Conduct Authority

Privacy Policy