Taxation can be complex with the ever changing rules, reliefs and allowances, so it’s important to make sure you are up-to-date so that you can make your personal finance more tax efficient.

Tax planning would help to make sure that you are not spending more than you need to on your taxes. We believe that tax planning and investment or wealth planning are linked inextricably. If you require to save more and make the most of your investments, it would be a good idea to cut down the amount you pay in taxes by making invests that would give you some tax relief. We provide expertise in both investments and taxes, with a variety of avenues you can explore for tax planning.

Wealth Management

We present you with options that could benefit you in the short and long term. These options incorporate your current financial arrangement and work towards enhancing your Wealth Management road map.
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Estate Planning

We create a bespoke solution for maximum protection of your assets. Our services include guidance for multiple trusts, gifting from normal expenditure, family planning, multiple family offices.
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Financial Planning

Financial planning is at the forefront of everything we do. Our specialists will guide you through all the important decisions and work out planning solutions for you. We don’t see this as a one-time effort; we this as an evolving process.
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Corporate Planning

Creating your own qualifying pension scheme could work better as a benefit and retention tool for a wider range of staff.
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Whether you are a first time buyer or remortgaging, our in house Mortgage Team will help you source the best deals and ensure that you have a hassle free experience when it comes to mortgaging your property.
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If you match the criteria required to invest in EIS or Seed EIS shares, they are an excellent option when thinking about tax planning. Investments in EIS or Seed EIS could get you a 30-50% income tax relief, which depending on the amount of investment could save you a maximum of £300,000. Apart from this other benefits of this kind of investment are Capital Gains Tax (CGT) deferral reliefs, CGT exemptions and even a CGT holiday if the gains are reinvested. We have a dedicated platform that connects potential investors to entrepreneurs at their convenience.

Inheritance tax planning can make life easier for your heirs. Planning ahead would allow you to clearly demarcate who inherits what, and could save your family from a tricky situation later. With the right planning you can also maximise inheritance tax reliefs and exemptions.

With some strategic planning, you can reduce capital gains tax on your savings, investments and pensions. Many people pay more tax than necessary, with the right investments and planning you can avoid or reduce these taxes and increase your savings.


Certain tax allowances and reliefs are your family member’s birth rights. So why not use your family members to receive business profits as a part of your tax planning strategy. Family trusts are also an established means of wealth planning.

Finding the right offshore investments could the one missing link in your financial planning. The right investments offshore could be the key to making the most of your wealth. We can bridge the gap by providing well-advised options to help broaden your portfolio and stretch your tax planning to its full potential.

Making property transactions more tax efficient is an ongoing challenge for the real estate sector. There are many opportunities present to make your property deals more useful in terms of tax saving. We strategise and help you rethink your spending on land to make it more tax effective for you.

Ever worried about missing the HMRC deadline to file your returns? Leave it to us, and you can focus your energy on running your business without so much as a second thought. While preparing your returns we would use the allowances and reliefs available to their full potential to help minimise your tax bills.

Ascot Wealth Management Limited is authorised and regulated by the Financial Conduct Authority reference 551744. Our registered office: Scotch Corner, London Road, Sunningdale, Ascot, Berkshire, SL5 0ER. Registered in England No. 7428363. Unless otherwise stated, the information in this document was valid on 3rd February 2017. Not all the services and investments described are regulated by the Financial Conduct Authority (FCA). Tax, trust and company administration services are not authorised and regulated by the Financial Conduct Authority. The services described may not be suitable for all and you should seek appropriate advice. This document is not intended as an offer or solicitation for the purpose or sale of any financial instrument by Ascot Wealth Management Limited. The information and opinions expressed herein are considered valid at publication, but are subject to change without notice and their accuracy and completeness cannot be guaranteed. No part of this document may be reproduced in any manner without prior permission. © 2017 Ascot Wealth Management Ltd. Please note: This website uses cookies. To continue to use this website, you are giving consent to cookies being used.