Are you paying unnecessary tax – Berkshire Financial Planning

Are you paying unnecessary tax?

There are many simple, permissible, and effective ways to help reduce your tax bill.

Answer our short questionnaire to help us identify simple but effective tax-saving opportunities that may be relevant to you.

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.

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To take the first step down the road to financial happiness, just get in touch and arrange your no-obligation consultation.

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SJP Approved 14/11/2023

Berkshire Financial Planning Limited is an Appointed Representative of and represents only St. James’s Place Wealth Management (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website. The 'St. James’s Place Partnership' and the titles `Partner' and `Partner Practice' are marketing terms used to describe St. James’s Place representatives.

Berkshire Financial Planning Limited is registered in England and Wales, Number 12668513. Financial Conduct Authority (FCA) Firm Reference 841673. Registered Office: First Floor Unit S, Roentgen Road, Basingstoke, England, RG24 8N.