But when it comes to savings and investments, a few simple steps can make a big difference to the amount of tax you pay.
Download our latest Tax tables Read Here
When there’s a single thief, it’s a robbery. When there are a thousand thieves, it’s called taxation.
– Vanya Cohen
Taxation is just a sophisticated way of demanding money with menaces.
– Terry Pratchett
I’ve got all the money I’ll ever need if I die by four o’clock this afternoon.
– Henry Youngman
The best measure of a man’s honesty isn’t his income tax return. It’s the zero adjust on his bathroom scale.
– Arthur C. Clarke
When I was young I used to think that money was the most important thing in life. Now that I am old, I know it is.
– Oscar Wilde
Many families end up getting caught out in the Inheritance tax trap.
With house prices as they are, many estates fall into the threshold level for this tax – £325,000 for an individual.
So, when you die, Inheritance tax will be payable on everything valued above this allowance. If you make no plans in advance, this will be met through sale of assets before the inheritance is passed on.
But, there are ways that we can help. Our Tax Planning Service can help you minimise your liability to all taxes, not just Inheritance Tax.
To find out more, just get in touch.
Many families end up getting caught out in the Inheritance tax trap.
With house prices as they are, many estates fall into the threshold level for this tax – £325,000 for an individual.
So, when you die, Inheritance tax will be payable on everything valued above this allowance. If you make no plans in advance, this will be met through sale of assets before the inheritance is passed on.
But, there are ways that we can help. Our Tax Planning Service can help you minimise your liability to all taxes, not just Inheritance Tax.
To find out more, just get in touch.
We really appreciate the professionalism of Pembroke
We are confident that going forward we have a healthier handle on this area of our finances and really appreciate the professionalism of Pembroke.
Happy to recommend you
I am very happy to recommend you for all the help and assistance you have given me over the years. I hope that we will be able to continue our good relationship in the years to come and look forward to the next project.
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I have always found Pembroke friendly and efficient.
Efficient and friendly service with relevant advice
From a personal point of view Pembroke Financial Services has always provided an efficient and friendly service with relevant advice. As a client of my firm, the company has always acted in a professional manner.
Appreciate the work done this year in growing my investment
Just wanted to drop you a line to thank you for coming around earlier this week. Appreciate the work you have done this year in growing my investment and it was a helpful conversation in every way!
