Kellands (Bristol) Limited
Financial Management Consultants
Quays Office Park
Conference Avenue
Portishead Bristol BS20 7LZ
Tel: 0117 900 4000
Fax: 0117 900 4111
E-mail: bristol@kelland.co.uk
Our products
Tax planning
Taxation is a complex, tightly regulated and highly technical field - and it affects almost all your financial decisions - from savings and investments, planning for retirement, protecting your family, to making your will.
Kellands can help you to manage your affairs in the most tax-efficient way - to help you achieve your financial objectives without paying a penny more tax than you need to.
We recognise that each case will be different and will need special consideration so that an appropriate plan can be put together. This we achieve by working closely with our clients to get to understand their short and long term objectives, building in flexibility for changing circumstances and also ensuring that our proposals can cope with the unexpected.
We can advise you on:
- maximising your use of personal income tax allowances
- pensions tax relief
- utilising other tax breaks
- choosing the most tax efficient ISAs
- deferring tax on investments
- capital gains tax exemptions
- inheritance tax planning
- making a will
Once we have a detailed understanding of your present situation, and future priorities, we can then recommend sound strategies to help minimise your tax liabilities.
Contact us now to arrange an initial meeting.