Tax Planning

Although we are not qualified tax advisers ourselves, in the same way as an accountant, we are happy to give basic guidance as to how you could take a few simple steps to improve the tax position of your day to day affairs.

This could include:

Income Tax
Capital Gains Tax
Inheritance Tax
If you require a basic outline of these issues then we are able to assist. Alternatively for a more detailed analysis we also have connections with qualified accountants who would welcome your enquiry. 

The Financial Conduct Authority does not regulate taxation advice.

The Tax treatment depends on your individual circumstances which may be subject to change in the future.
tel. 01527 585325
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DAG Financial Solutions Ltd is an appointed representative of pi financial Ltd, Company Number 3556277. pi financial Ltd is authorised and regulated by the Financial Conduct Authority. FCA 186419.
pi financial ltd is registered in England.  Registered address - Morfe House, Belle Vue Road, Shrewsbury, SY3 7LU.
DAG Financial Solutions Ltd  is registered in England.  Head Office registered address - 15 Parklands Close, Redditch, Worcestershire. B97 6PZ, Company Number 08754718

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