This episode is the fourth part of a series on our 7 Concepts of Financial Planning.

The takeaway: Understanding how your various assets are taxed and whether these could be better organised to reduce the tax you pay.

Tax can have a significant impact on the value and longevity of your assets over time.

Join our Managing Director, Mark Brown, as he discusses this concept with Director and Chartered Financial Planner, Ian Burrows.

Visit our website for more content: https://lffinancialplanning.co.uk/

This has been prepared based on our current understanding of UK Law, Taxation and HMRC practice, all of which could be subject to change in future.

Lucas Fettes Financial Planning® is a registered trading name of Lucas Fettes & Partners (Financial Services) Limited, who are independent financial advisers authorised and regulated by the Financial Conduct Authority (FCA number: 146279). Financial Conduct Authority regulation applies to certain regulated activities, products and services, but does not necessarily apply to all tax planning activities and services.