We start our financial planning with a careful review of your existing tax situation, overall objectives and an assessment of your existing holdings. This enables us (in conjunction with any professional tax advisers you have) to build a bespoke financial plan that can deliver for you and your family. We bust myths and decode the tax and investment system to help it work for you.

All our planning will make sure you make the most out of the allowances available to you. We always aim to structure your investments and plans to maximise tax efficiency. This can range from simple planning such as how best to take your income and ensuring you make the most of allowances and tax efficient structures such as ISA through to more complex planning involving pensions, offshore investments, and trusts.  

Minerva is all about keeping it straightforward and putting our technical knowledge to work for our clients. After all we always put our clients first.

Tax planning advice is not regulated by the Financial Conduct Authority.