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financial advice

Taxation

Many people pay too much tax, or miss out on opportunities to reduce their tax.

If you have investments, pay higher rate income tax, or run your own business, you should have your position reviewed.

If you are married and one of you is in a  higher rate tax bracket than the other, you should have your position reviewed.

If you, or your partner, came from overseas, you should have your position reviewed.

To discuss this further, please contact us.

Budget

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The Financial Services Authority does not regulate some forms of tax planning.

Trafalgar Mortgage & Financial Services is an appointed representative of LighthouseXpress Limited which is authorised and regulated by the Financial Services Authority. LighthouseXpress Limited, Rydon House, Pynes Hill, Exeter, EX2 5AZ.

The Financial Services Authority does not regulate National Savings, fixed interest securities, equities, property, staff benefits, loans, or some forms of mortgage, offshore products or tax planning. FSA Registration No: 446398