......Consolidate all of your ISA holdings onto one statement. It is a very simple process and there is no change to the investments themselves - your money stays in the same funds, the fund management charges remain the same and your ISAs retain their tax advantages. The value of your investments and any income from them can fall as well as rise and investors may not get back the amount invested. Please contact us for further information ........

Tax Planning

Wealth Management Retirement Planning Tax Planning Wealth Protection Trustee Investments Business Financial Planning

Tax is one of the most certain things in life. Every aspect of your wealth is at some point subject to tax. The difference that careful planning can make, regardless of your level of tax exposure, can be staggering. Chester Financial Associates' experience of complete wealth management and understanding of tax systems and key planning points means we are in an ideal position to provide income tax, capital gains tax and inheritance tax advice.

Income Tax

Income tax is levied on income from salaried earnings, self-employed profits, bank interest and dividends to name but a few. We can advise on tax efficient strategies that can reduce or mitigate your liability.

Capital Gains Tax (CGT)

CGT is payable on the profit arising from the disposal of assets such as investment property, stocks and shares and works of art (where the gain exceeds your annual CGT allowance). The excess profit is taxed at a flat rate of 18%. We can help you make use of the various reliefs available to reduce the tax burden. This can be a complex area and advice is essential.

Inheritance Tax (IHT)

With careful strategic planning, IHT advice can reduce or even eliminate an IHT liability and ensure that your estate is dealt with in the most effective way, according to your wishes and without delay.

Tax and Inheritance Tax planning is not regulated by the Financial Services Authority. The levels, bases and reliefs of taxation are subject to change.

Chester Financial Associates is a trading style of Merchant House Financial Services Limited, which is an Appointed Representative of TenetConnect Limited, which is authorised and regulated by the Financial Services Authority.
Merchant House Financial Services Limited is registered in England, Company No. 4491709, at 7th Floor, Aldermary House, 10-15 Queen Street, London, EC4N 1TX.
TenetConnect Limited is entered on the FSA register (www.fsa.gov.uk/register) under reference 149826.
The information contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.