CHARTERED ACCOUNTANTS & REGISTERED AUDITORS.

 

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INITIAL CONSULTATION

We hope the information about Templetons, in this brochure has given you an understanding of the firm and its philosophy. We believe that the service we provide, a fusion of personal attention to detail with modern professional methods can play a major part in your future.

Initial consultancy is free and includes preparation of business report incorporating the analysis of any particular problems facing your business and the initial tax planning strategy. We can visit your premises if that is more convenient.

Are you paying too much tax ?

Below is a sample of points from our Tax Planning checklist:
 

  1. Are you sure that you are taking money out of your business in the most tax-efficient way ?

  2. Are you paying your spouse a tax-efficient salary ? Have  you considered benefits in kind and Pension contribution for the spouse ?

  3. Have you reviewed your pension recently ?

  4. If your sole trader or partnership business is doing very well, have you considered whether you could save tax by transferring the business to a limited Company ?

  5. What happens to your family or business if you die? Have you made a will and reviewed it regularly ? Do you have life insurance, permanent health insurance and critical illness cover ? Have you reviewed your policies recently ? Are they still the best policies for you ?

  6. If you are planning on moving home, have you explored the possibility of taking a business loan instead of a mortgage ?

  7. Have you made full use of the fact that your children can earn over £10,000 a year as income and capital gains, completely tax free ?

  8. If your spouse pays tax at a lower rate than you, have you considered passing some of your investments to her/him in order to reduce your combined tax bill.

If the answer to any of these is negative or you are unsure, we would be pleased to arrange a free consultation..

 
 
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Copyright © 2000 Templetons
Last modified: October 11, 2000