Tax planning

Good tax planning may include the timing of income and of asset purchases, selection of investments and types of retirement plans, as well as filing status and a full understanding of the deductions which are possible.

While tax planning is an important element in any financial plan, it shouldn’t be allowed to become ‘the tail that wags the dog’.

We would never recommend a course of action purely for tax planning motives which can ultimately be counterproductive.


Joy Clegg

Managing Director - BHP Financial Planning

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07855 517897
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Nick Brier

Director and Chartered Financial Planner

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Andy Myers

Chartered Financial Planner

Email Andy
07920 816472
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Andrea Yellops

Senior Financial Planner

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07759 791410
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Tim Clasper

Chartered Financial Planner

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07841 806427
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Mitch Burke

Chartered Financial Planner

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07702 856747
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Marie Hudson

Head of Operations

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0114 266 7171
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Jordan Capel

Financial Planner

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0114 266 7171
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Sarah Garrity

Graduate Financial Planner

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0114 266 7171
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