Tax planning

Tax is a key area within financial advice and, as part of the AAB Group, we are unique in working hand-in-hand with our taxation experts every day. This combination of expertise under one roof is rare in the financial advice market.

Our taxation team is also highly experienced in income and capital gains tax planning, international tax, HMRC investigations and much more.

Tax planning is especially important for those who want to ensure their assets are passed to loved ones. Inheritance tax planning is crucial to ensure the wealth you have accumulated stays in the family and our specialists are on-hand to advise on the most appropriate arrangements for your circumstances.