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Tax Planning

Helping you to understand and limit the impact of
Inheritance Tax, Lifetime & Annual Allowances.

Annual & Lifetime Allowances

Exceeding your Lifetime or Annual Allowance is becoming more common and can mean hefty tax bills.

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Inheritance Tax Planning

Planning ahead means more of your money goes to the people and causes you care about rather than HMRC.

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Estate Planning

Your Will can be used to create life interest & discretionary trusts to protect legacies you have left.

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Teachers Financial Planning Limited FRN 552276 is an appointed representative of LJ Financial Planning Limited FRN 429142 which is authorised and regulated by the Financial Conduct Authority.

Content on this website is provided for information purposes only and should not be considered advice.

The information contained within this website is subject to the United Kingdom regulatory regime and is therefore primarily targeted to consumers in the United Kingdom.

Registered Office: St James Business Centre, Wilderspool Causeway, Warrington, WA4 6PS. Teachers Financial Planning are registered in England & Wales Company Registration Number 07612896.

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