Tax Planning

Tax planning is a vital component of financial planning, helping to improve total returns when investing or protect your estate from tax on your death.

Our planning will allow for the most suitable outcome taking into account Income, Capital Gains and Inheritance Tax where relevant. As a first step we will help you understand and make the most of any tax allowances you are entitled to, before moving into more proactive ways of arranging your financial planning to reduce the tax you owe, such as using investments that offer tax relief or shield your money from tax.

We will help you answer the following questions:

  • How can you arrange your assets or income in the most tax-efficient manner?
  • Would you like to utilise your annual tax allowances more effectively?
  • Do you want to minimise your Inheritance Tax liability? 

What to do if you have a complaint

If things have gone wrong we are happy to hear from you as it may help us improve our services. If you wish to register a complaint, please contact us:

In writing: The Customer Relations Team | JLT Investment Management Limited | The Colombia Centre, Station Road, Bracknell RG12 1LP

Phone:  +44 (0) 20 3797 7651


We have a complaints procedure that is available on request. For your further protection if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (FOS).

Full details of the FOS can be found on its website at