Tax Planning...

Structuring your finances to make the most of your allowances and exemptions so you do not pay more tax than necessary.
CALL US ON: 01772 729 742

Only pay the tax
you need to...

No one likes to pay more tax than they have to and with our expertise and careful planning, we can help you to save tax by making optimum use of the various reliefs, allowances and exemptions available to you.

Whether you are investing for growth, require an income from your investments or are looking to pass funds on to younger family members, when structuring an investment portfolio, we will aim to utilise the reliefs, allowances and exemptions for;
  • income tax
  • dividend and savings income
  • capital gains tax and
  • inheritance tax.

Where appropriate, we will take advantage of;
  • ISA allowances,
  • pension tax relief (including annual and lifetime allowance planning),
  • business relief,
  • gift exemptions and
  • tax relief on VCT/EIS/SEIS investments.
The UK tax system is complex and legislation is continuously changing. Regular meetings with one of our financial planners will help you to be safe in the knowledge that your money is growing as tax efficiently as possible, within the rules set out by HMRC.

Get in touch to find out more about our Tax Planning Services.

Tax Planning Services Lancashire

Springfield Financial Services Ltd offers Tax Planning Services Lancashire. Tax planning Preston, Clitheroe, the Ribble Valley, the Fylde Coast and the Lake District, as well as further afield.

For further information or to arrange an initial no-obligation consultation at our offices or another mutually convenient location, please telephone us on 01772 729 742, or alternatively, simply fill out our online enquiry form and we will give you a call to discuss your requirements.

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What our clients tell us

  • Look No Further: Springfield Financial Services Ltd were recommended to my wife and I five years ago on my retirement. We haven’t been disappointed. Having no previous experience of financial planning, we needed someone we could trust to steer us through the minefield of planning for financial security in retirement. Springfield did exactly that. They listened to our desires, expectations and attitude to risk, before formulating a plan that exceeded our original target, despite difficulties caused by the recession in the early years. They are always available to offer advice and provide a calming influence when times are tough. I would thoroughly recommend Springfield Financial Services Ltd to anyone seeking sound financial advice from a company they can trust.

    D & C Smith, Preston, Lancashire
  • From my first meeting with Springfield Financial Services Limited it was clear that their in-depth knowledge far exceeded that of other financial advisers with whom I had spoken. Springfield continues to coach me through my financial options with skill and patience. I am confident that my investments are being safely overseen by experts and consequently I feel my family’s financial wellbeing is secure.

    Isobel, Preston, Lancashire
  • We have been clients of Springfield Financial Services since 2001, through good and challenging times. Their advice and support during the financial troubles of 2008 was invaluable. We genuinely trust and appreciate their professional expertise. They are a very welcoming and efficient team. We have had no hesitation in recommending Springfield to family and friends.

    Mr & Mrs Benson, Kirkham, Fylde Borough Lancashire

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