It’s important to ensure that your portfolio is well-diversified and tailored to your particular needs. But this, by itself, is not enough to provide maximal returns. Tax is an expense that dampens the growth of your assets. Without planning, you may find that your returns do not meet your goals.
While HM Revenue & Customs (HMRC) provide several tax allowances and thresholds that could help to reduce your exposure to tax, understanding them can be difficult without professional advice, considering the constant change of tax legislation.
We offer a joined-up approach with BHP’s specialist tax advisers to provide our clients with peace of mind in knowing that their overall financial plan is as tax-efficient as possible.