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Tax Planning

Tax-focused financial planning is essential for achieving long-term financial goals. It ensures that every investment and financial decision is made with a clear understanding of its tax implications.

How we can help

Capital Gains Tax

Income Tax

Inheritance Tax

By staying up to date with the ever-changing tax landscape, we bring the knowledge and experience needed to navigate complex tax laws and regulations. Our goal is to help individuals and small business owners make informed decisions that align with their objectives—minimising tax liabilities and avoiding costly mistakes.

Our advice is tailored to your specific financial situation, considering key areas such as:

Maximising Annual Tax Allowances – including Capital Gains Tax, Dividend Allowance, and Personal Allowances
Tax-Efficient Investments – such as Pensions, ISAs/JISAs, EIS & SEIS, VCTs, and Business Relief opportunities
Inheritance Tax Mitigation & Succession Planning – to help preserve and efficiently transfer wealth across generations

With a strategic approach to tax planning, we help you keep more of what you earn while building a secure financial future.

If you require
tax planning advice…

What Our Clients Say

I didn't know what to expect. I'm still learning about the world of pensions. I felt very comfortable with Peter, his knowledge and advice answered any and all our questions, he even preempted some.
PL - October 2025
Kevin was a top man explained the process, with clarity .Team provided extremely good support
KM - July 2025
Kevin put my mind at rest and stopped me worrying
KM - June 2025
It more than met my expectations with outcomes achieved far more quickly than anticipated. Communication has been very efficient and effective I would certainly recommend Fairey Associates.
MB - April 2025
Whole team was very helpful/supportive. Happy with the service provided by your team.
SS - March 2025
Very likely to recommend
MH - January 2025
Adam was exactly as the said he would be from our first meeting. Very friendly, asked what our needs were from our pensions and explained our options etc, in a way that was easy to understand. Adam made us feel safe in what he could do for us from the start, didn't mind how many questions we asked and l felt comfortable he was going to do the best for us, and he has. I would and have recommend Adam to people in a heart beat, he's very good at his job, but also very nice guy .
AB - December 2024
“Michaela has been particularly helpful over the past year, taking us through the process of entering retirement and reorganising our finances to maximise tax efficiency.”
MB