Tax Planning

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One of the key elements of our role as Wealth Management consultants is to help clients create and maintain the most tax efficient environments for their savings and investments during their working lifetimes, after they have retired and when their wealth is eventually passed on to their heirs.

Our recommended financial planning strategies and advice solutions always contain a fundamental component of sound tax planning. When and where the situation dictates we will work alongside tax and audit professionals such as Accountants to offer a 360 degree service.

Whether you are a working or retired individual or an entrepreneur or business owner we can offer advice, strategy and solutions that could help you optimize tax efficiency for your own circumstances.

The levels and bases of taxation and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.

LEARN MORE ABOUT OUR EXPERT FINANCIAL PLANNING PROCESS

At McGarvey Jones Financial Planning we recognise that our clients are central to everything we do. We are committed to developing long-term relationships with our clients to help them build, preserve and protect their wealth.

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If you have any questions or would like to know more about our services please do get in touch, our team will be happy to help.

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McGarvey Jones

The Partner Practice represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website www.sjp.co.uk/about-st-james-place/our-business/our-products-and-services.

The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.

McGarvey Jones Financial Planning is a trading name of Richard McGarvey & Co Wealth Management Limited. Richard McGarvey & Co Wealth Management Limited is registered in England and Wales, Number 09760446. Registered Office: 2a Swordfish Business Park Swordfish Close, Higgins Lane, Burscough, Lancashire, United Kingdom, L40 8JW.

Copyright Richard McGarvey & Co Wealth Management Limited © 2018