Category Archive Tax Planning

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Tax Planning

Dealing with taxThroughout your financial journey, whatever your stage in life, there will almost inevitably be some tax implications connected to your personal financial activities. Since no-one likes paying taxes, why not let MAP help you to avoid them as much as possible.

Our tax planning strategies, when done properly, are quite simple. There is no ingenious formula(e) for success; it is instead all about awareness of legislation, how it affects different people and how it can be legally avoided through planning.

The three taxes you could be liable to pay in your lifetime are:

  • Income Tax – On your profits or income;
  • Capital Gains Tax (CGT) – On the sale of an asset; or
  • Inheritance Tax (IHT) – On an estate upon death.

MAP can provide effective planning to minimise your tax liability.

MAP has taxation specialists who know all about the intricacies of taxation and how it affects people’s affairs. This means they are in an excellent position to provide tax planning advice for clients; be they individuals, families, partnerships or firms.

At MAP, we will work with you to create an effective plan based on your current and likely future financial position, minimising your tax liability as much as possible along the way.

We also have a sister firm – Accounts Advice & Planning Ltd (AAP) – who work exclusively in accountancy and taxation. They can assist further with tax planning as well as undertake day-to-day accountancy work and support, plus complete HMRC submissions on your behalf.


For more information, click on the most suitable link:

Income Tax
Capital Gains Tax
Inheritance Tax
Our Investment Process
Accounts Advice & Planning Ltd

The Financial Conduct Authority does not regulate tax advice

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Client Login

MAP will always work hard to give you a first class service, for as long as you need it. Here are some of the benefits of investing through MAP:

  •  Your money is invested in areas to match your attitude to risk;
  •  Independent and bespoke advice tailored to meet your specific needs;
  •  All funds invested in are tried and tested, with successful track records;
  •  Investments are looked after by a dedicated adviser;
  •  Investments are reviewed regularly to maximise returns;
  •  Ongoing service is provided to complement the initial advice given; and
  •  100% transparency lets you check performance and charges at any time.

If you have a MAP investment with an online facility, you can log-in to it securely, at any time, by clicking on the appropriate provider logo below:

Ascentric logo Prudential logo Transact logo

Do you not know your login details? No problem – just contact us and we will arrange for them to be sent out to you as soon as possible.

If you are looking to invest, or have money invested and would like to find out more, feel free to contact MAP today. One of our advisers can talk through the options open to you and review your existing portfolio and requirements before recommending the best investment(s) to suit your needs.


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Our Services

Our services and why they can helpIrrespective of what you need to speak to a financial adviser about, MAP will be able to find the best solution(s) to meet your needs. We are fully independent meaning we can advise you on any of the following, taking into consideration your attitude to risk and all options available in the marketplace:

Any and all of these solutions can be provided to you through sound financial planning. By this, we mean structuring a personal financial plan after getting to know you and understanding your goals.

Furthermore, we will stay with you throughout your financial journey, for as long as you need us. Our regular review service will ensure your finances stay on track and continue to reflect what you need, want and expect.

Whatever advice you need for your financial journey, talk to MAP.

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Your Goals

Getting your finances right can help you achieve your goalsOur client’s goals are what drive us to do our utmost for them. Your financial goals will become our targets.

We understand that for any and all aspects of your finances, a number of factors are important. Good advice at both the outset and on an ongoing basis, careful planning and successful investing will help you and indeed your money reach your financial goals.

Our approach has been tailored over many years of looking after client’s wealth, and has been structured to suit their needs and service requirements. We do the total opposite of a ‘one size fits all’ approach.

The values we bring as a financial adviser to any client are:

  • Quality – differentiating ourselves from competitors by delivering quality in everything we do;
  • Ownership – dealing with clients finances as if they were our own;
  • Expectation – exceeding client expectations by going above and beyond what was hoped for;
  • Trust – building trust with clients which lasts a lifetime; and
  • Transparency – being open, honest and clear in everything we do.

Our clients choose their financial destination and we MAP out the journey for them.

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Why Choose Us

We will find the answers to your financial questionsThere are many reasons to choose MAP for independent financial advice:

  • Non-restricted advice and planning – no matter what financial advice and products you need, we can help.
  • Face-to-face advice from UK-wide trusted advisers – irrespective of where you are in the UK, one of our advisers will be happy to meet you and discuss matters face-to-face.
  • Fees structured to suit requirements – financial advice should never take on a ‘one size fits all’ approach and our fees will be structured and mutually agreed to suit your needs.
  • Tailored service packages – we don’t believe in one-off financial advice and have several service packages available, so your financial affairs are reviewed throughout your journey with MAP.
  • Whole of market non-discretionary investments – our bespoke investment strategy will cater for your needs and requirements, and give you an investment that’s right for you.
  • Quarterly investment reviews – our proactive analysis of fund performance ensures you are always invested in the best areas to suit your attitudes to risk.
  • Recommended funds – we invest using recommended fund lists, which have been tried and tested to deliver successful returns for our clients.
  • Transparency and peace of mind – clients have 24/7 access to their investments through the MAP portal.

Wherever you are on your financial journey, let us provide the MAP to your desired destination.