Individuals

Overview

LaiPeters & Co aims to assist its individual clients with as much of their personal finance as possible and while specialising in Personal Tax advice we are always available to advise where appropriate on other financial issues that may be of concern to you.

Personal tax

We offer our clients, many of them running family-owned businesses, specialist advice on all aspects of their personal financial affairs. This advice is crucial when business and personal tax decisions converge - during succession planning, for example, and when considering inheritance tax.

Retirement planning

Everyone needs to plan ahead for retirement. The basic state Retirement Pension seems set to decline in value and you will need to make other arrangements to make sure you have the lifestyle you want in retirement.

Inheritance Tax

Inheritance tax is often referred to as the “avoidable tax” and, with careful planning and forethought, it can be.