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Personal Tax Planning

Being aware of and planning the long-term effects of income tax, capital gains tax, the use of entrepreneur relief and estate planning can be a highly rewarding exercise, ensuring you utilise all those allowances you have available to you within the tax system.

Read our useful guides on Personal Tax Planning:

Investing tax efficiently

The way that investments are taxed has changed over recent years as successive governments have chosen to handle various sources of investment income in different ways. The aim has typically been to increase tax revenues.

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Pension tax planning for high earners

If you are a high-earner and feel you are paying more and more tax, you are not alone. More than one in seven income tax payers are taxed at the higher or additional rate and they pay about two thirds of all income tax.

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Chartered Financial Planners

SDB Strategic Planners Limited has achieved chartered status for financial planning which means we follow a strict and ethical code of conduct that puts the interests of our clients first.

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Client testimonials

The professionalism of SDB speaks for itself. Throughout our long relationship with the firm we have been helped at every stage to plan realistically and sensibly. The quality of the advice is clear to us now, in that the plans, once distant, are now becoming a reality.- IW & JW, Cheshire
I have been a very satisfied client since 1983, throughout which time I have received excellent service. I trust the Company implicitly and take great comfort in knowing my financial matters are being managed in the best possible way, meaning I never have to worry- SEG, St Helens, Merseyside