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Personal - Egan Roberts Accountants Ribchester Lancashire
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Personal

As with all aspects of our service, we aim to work with you to minimise your tax liabilities and maximise your wealth, and to build value and security for your family as well as your business. These guides are designed to provide you with personal planning essentials, but please contact us to discuss how we could help you.
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Introduction to the Tax System

This section contains a set of useful introductory guides designed to help you with your tax planning. For advice on procedures such as filing your tax returns, or a list of those all-important tax rates and deadlines, visit the guides of your choice.

An overview of how the tax system operates, including self assessment, corporation tax, inheritance tax and the taxation of earnings from self-employment.

Planning Aspects

Take control of your finances and enhance your prosperity by visiting our planning guides. They will take you through the essentials of financial planning, from using your personal tax reliefs to making a will.

Failing to plan is like planning to fail – start here to look at key planning opportunities.

Take control of your finances and enhance your prosperity by visiting our planning guides. They will take you through the essentials of financial planning, from using your personal tax reliefs to making a will.

Failing to plan is like planning to fail – start here and then work with us to look at maximising the key revenue/profit planning opportunities.

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Home Aspects

The importance of careful planning extends to your home life as well as your business. Here you will find specific information on tax issues that apply to your home, as well as advice on planning for your family’s future.

Close to home – planning also includes your home and may extend to the children, trusts, and maybe even financial planning in the event of separation and divorce.

Saving and Investing

We are all looking to maximise the return on our investments.

For tips on how to make the most of your investments and information about tax-efficient schemes, visit the guides below. Tax relief can enhance the ability of an investment to realise a higher rate of overall return.

We have a range of calculators designed to help you consider what your wealth might be in the future, including our Millionaire calculator.

  • Savings calculator – find out by how much your savings will grow
  • Millionaire calculator – a return of 3% (ignoring the effect of inflation) on capital of £1 million pounds could provide gross income of £2,500 per month.
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Retirement and Pensions

With hardly a week going by without some new revelation on the so called ‘pensions crisis’, what action should you take with your existing pension plans and how should your planning be developed in order that you can retire with an adequate level of retirement income? Please contact us to discuss how we can advise you in this aspect of your planning.

Business Advice

Whether you are just starting out, or are at the helm of a seasoned business, these guides are intended to provide you with valuable business planning information.

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