Call our Independent Financial Advisers 01727 845500

Neil Homer, Financial Adviser, North London

Neil Homer, Financial Adviser, Stafford

I would have no hesitation to recommend
your Company to anyone who needs
financial advice.

Mrs T, St Albans

Tax Planning

We work with you to ensure you do not pay more tax than you have to in your lifetime. If taxes are currently a large expense then tax planning should form a key part of your Personal Financial Plan. Trust our consultants to review your tax situation and use legitimate tax planning to restructure your finances reducing your liabilities and allowing you to save money.

Our advisers understand complicated UK tax law and Inland Revenue rules and regulations so we can manage your personal and business finances in the most tax efficient way.

We make sure you understand how different taxes operate and work with you to claim all your reliefs, entitlements and allowances. We also recommend tax efficient investments to suit your requirements. If you are liable to pay tax we can help you plan or postpone these payments in advance.

We always inform you of any changes to tax legislation that could affect you and review your plan accordingly.

Within your taxation review we plan for:

  • Income Tax
  • Capital Gains Tax
  • Inheritance Tax
  • Gifts & Trusts

Book a Free Consultation

Complete the form below and we’ll be in touch.


You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.

The value of investments can fall as well as rise. You may not get back what you invest.

Tax Planning Checklist

  • Which taxes are you liable for?
  • How much tax do you currently pay?
  • What rate of income tax do you pay now and could this change in future?
  • What assets do you own?
  • Do you hold assets with large capital gains?
  • Have you used your capital gains tax allowance previously?

Allan Ross has helped me to leave my children with the best possible tax situation on my death. I would recommend Allan as someone who gives impartial advice, to the exclusive benefit of his client.”

Ms B, Hertfordshire

Wealth Management

Wealth Management

Manage accumulated wealth and future income to achieve your long term financial goals. Let us offer you the right services to suit your circumstances, whether you are looking to protect your wealth, invest it to fund your lifestyle, or pass it on in the most effective way.

Latest News


Lonsdale Services St Albans office looking to recruit an administrator

We want to recruit an administrator to support our consultant who provides financial advice to both our retail and employee benefit clients


Mark White, financial adviser Chippenham - Why get independent financial advice?

Research from Royal London highlighted the main barriers to getting financial advice. We review why you should consider getting financial advice