{"id":860,"date":"2021-09-24T14:59:37","date_gmt":"2021-09-24T14:59:37","guid":{"rendered":"https:\/\/www.lubbockfine.co.uk\/?page_id=860"},"modified":"2025-09-19T12:52:20","modified_gmt":"2025-09-19T12:52:20","slug":"tax-planning-strategies","status":"publish","type":"page","link":"https:\/\/www.lubbockfine.co.uk\/wealth-management\/tax-planning-strategies\/","title":{"rendered":"Tax planning strategies"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"860\" class=\"elementor elementor-860\" data-elementor-settings=\"[]\">\n\t\t\t\t\t\t\t<div class=\"elementor-section-wrap\">\n\t\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-166144b elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"166144b\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-de2caaf\" data-id=\"de2caaf\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-c953400 elementor-widget elementor-widget-content\" data-id=\"c953400\" data-element_type=\"widget\" data-widget_type=\"content.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\n        <div class=\"c-content\">\n            <div class=\"container\">\n                <div class=\"row\">\n                    <div class=\"c-content__content-container\"> \n                                                <div class=\"c-content__content cms-content\">\n                            <div ><p><strong>Are you investing in the most tax efficient way to achieve your financial objectives?<\/strong><\/p><p>At LFWM, we look to support you with practical and robust solutions. We advise on numerous tax efficient investment strategies, aligned to your personal investment goals.\u00a0<\/p><p>Our aim is to maximise your personal allowances, tax bands and reliefs each year to ensure that they minimise exposure to tax.<\/p><p>We consider your needs on an individual basis and often work together with Lubbock Fine to ensure we provide the right support.<\/p><h2>We can assist you with:<\/h2><ul><li>Pensions<\/li><li>Individual Savings Accounts (ISA)<\/li><li>General Investment Accounts (GIA)<\/li><li>Onshore &amp; Offshore Investment Bonds<\/li><li>Enterprise Investment Schemes (EIS)<\/li><li>Venture Capital Trusts (VCTs)<\/li><li>Seed Enterprise Investment Schemes (SEIS)<\/li><li>National Savings<\/li><\/ul><p><em>Note: Some aspects of inheritance tax planning and National Savings &amp; Investments are not regulated by the Financial Conduct Authority.<\/em><\/p><p><em>Enterprise Investment Schemes (EIS) are very high risk investments. An EIS\/SEIS investment is usually concentrated in one single unquoted trading company. Often there is no market for the shares and it may be difficult to make a disposal. There is a strong possibility of the chosen company failing.<\/em><\/p><\/div>\n                        <\/div>\n                        \n                        \n    \n                                            <\/div>\n\n                    \n                                        \n                                            <div class=\"c-content__sidebar\">\n                                                                            <div class=\"c-content__sidebar-block\">\n                                <div class=\"row\">\n                                    <h2 class=\"c-content__sidebar-title\">Key contacts<\/h2>\n                                <\/div>\n                                <div class=\"row\">\n                                                                                <div class=\"c-content__sidebar-item\">\n                                                <a href=\"https:\/\/www.lubbockfine.co.uk\/?p=816\" class=\"c-content__sidebar-item-link\">\n         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class=\"c-content__sidebar-item-info-item\">\n                                                        Email: <a href=\"mailto:andrewtricker@lfwm.co.uk\" class=\"c-content__sidebar-item-info-link\">andrewtricker@lfwm.co.uk<\/a>\n                                                    <\/li>\n                                                                                                    <\/ul>\n                                                                                                <a href=\"https:\/\/www.lubbockfine.co.uk\/?p=816\" class=\"c-content__sidebar-item-btn c-btn c-btn--text c-btn--text-primary\">Visit profile\n                                                    <svg class=\"\" viewBox=\"0 0 19 8\">\n                                                        <path d=\"M18.354 4.354a.5.5 0 000-.708L15.172.464a.5.5 0 10-.708.708L17.293 4l-2.829 2.828a.5.5 0 10.708.708l3.182-3.182zM0 4.5h18v-1H0v1z\" fill=\"#000\"><\/path>\n                                                    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                         <div class=\"c-content__sidebar-item-subtitle\">Chartered Financial Planner<\/div>\n                                                <\/a>\n                                                                                                <ul class=\"c-content__sidebar-item-info\">\n                                                                                                        <li class=\"c-content__sidebar-item-info-item\">\n                                                        Email: <a href=\"mailto:gorkembarron@lfwm.co.uk\" class=\"c-content__sidebar-item-info-link\">gorkembarron@lfwm.co.uk<\/a>\n                                                    <\/li>\n                                                                                                    <\/ul>\n                                                                                                <a href=\"https:\/\/www.lubbockfine.co.uk\/?p=787\" class=\"c-content__sidebar-item-btn c-btn c-btn--text c-btn--text-primary\">Visit profile\n                                                    <svg class=\"\" viewBox=\"0 0 19 8\">\n                                                        <path d=\"M18.354 4.354a.5.5 0 000-.708L15.172.464a.5.5 0 10-.708.708L17.293 4l-2.829 2.828a.5.5 0 10.708.708l3.182-3.182zM0 4.5h18v-1H0v1z\" fill=\"#000\"><\/path>\n                                                    <\/svg>\n                                                <\/a>\n                                            <\/div>\n                                                                        <\/div>\n                            <\/div>\n                                                    <\/div>\n                                    <\/div>\n            <\/div>\n        <\/div>\n    \t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-8d9e6e5 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"8d9e6e5\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-01703a5\" data-id=\"01703a5\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-e44fd26 elementor-widget elementor-widget-content-with-image\" data-id=\"e44fd26\" data-element_type=\"widget\" data-widget_type=\"content-with-image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\n\t\t<div class=\"c-content-with-image c-content-with-image--invert \">\n\t\t\t<div class=\"container\">\n\t\t\t\t<div class=\"c-content-with-image__container\">\n\t\t\t\t\t<div class=\"row\">\n\t\t\t\t\t\t<div class=\"c-content-with-image__content-container\">\n\t\t\t\t\t\t\t<div class=\"c-content-with-image__content-wrapper\">\n\t\t\t\t\t\t\t\t<p class=\"c-content-with-image__subtitle\">Factsheet<\/p>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<h2 class=\"c-content-with-image__title\">Big changes coming to Inheritance Tax<\/h2>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"row\">\n\t\t\t\t\t\t\t\t\t<div class=\"c-content-with-image__content-cms-container\">\n\t\t\t\t\t\t\t\t\t\t<div class=\"c-content-with-image__content-cms-wrapper\">\n\t\t\t\t\t\t\t\t\t\t\t<div class=\"c-content-with-image__content-cms cms-content\">\n\t\t\t\t\t\t\t\t\t\t\t\t<p>With new rules coming in from 2026 and 2027, it\u2019s more important than ever to review your estate plans. This factsheet highlights the changes and outlines practical steps you can take.<\/p>\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/www.lubbockfine.co.uk\/wp-content\/uploads\/2025\/09\/LF_Factsheet-Inheritance-Tax-2025.pdf\" class=\"c-btn c-btn--text c-btn--text-primary c-btn--text-underline\">Download now<\/a>\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<div class=\"c-content-with-image__image-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"c-content-with-image__image-wrapper\">\n\t\t\t\t\t\t\t\t<img decoding=\"async\" src=\"https:\/\/www.lubbockfine.co.uk\/wealth-management\/wp-content\/uploads\/sites\/2\/2022\/02\/natalya-zaritskaya-SIOdjcYotms-unsplash-300x200.jpeg\"\n\t\t\t\t\t\t\t\t\tsrcset=\"https:\/\/www.lubbockfine.co.uk\/wealth-management\/wp-content\/uploads\/sites\/2\/2022\/02\/natalya-zaritskaya-SIOdjcYotms-unsplash-300x200.jpeg 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elementor-widget-cta-with-image\" data-id=\"129c3d3\" data-element_type=\"widget\" data-widget_type=\"cta-with-image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\n\t\t<div class=\"c-cta-with-image   \">\n\t\t\t<div class=\"container\">\n\t\t\t\t<div class=\"row\">\n\t\t\t\t\t<div class=\"c-cta-with-image__content\">\n\t\t\t\t\t\t<div class=\"c-cta-with-image__content-inner\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"c-cta-with-image__title-container\">\n\t\t\t\t\t\t\t\t<h2 class=\"c-cta-with-image__title\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span>Get in touch<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/h2>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<p class=\"c-cta-with-image__description\">Speak to a member of our expert team.<\/p>\n\t\t\t\t\t\t\t<div class=\"c-cta-with-image__link-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/www.lubbockfine.co.uk\/wealth-management\/contact-lfwm\/\" class=\"c-cta-with-image__link c-btn\">Contact us<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t<div class=\"c-cta-with-image__image-container\">\n\t\t\t\t\t\t<div class=\"c-cta-with-image__image-wrapper\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" src=\"https:\/\/www.lubbockfine.co.uk\/wealth-management\/wp-content\/uploads\/sites\/2\/2022\/02\/dmitry-vechorko-q6Kc9TrKD7M-unsplash-1-scaled.jpeg\" \n\t\t\t\t\t\t\t\tsrcset=\"https:\/\/www.lubbockfine.co.uk\/wealth-management\/wp-content\/uploads\/sites\/2\/2022\/02\/dmitry-vechorko-q6Kc9TrKD7M-unsplash-1-300x200.jpeg 300w, https:\/\/www.lubbockfine.co.uk\/wealth-management\/wp-content\/uploads\/sites\/2\/2022\/02\/dmitry-vechorko-q6Kc9TrKD7M-unsplash-1-1024x683.jpeg 1024w, https:\/\/www.lubbockfine.co.uk\/wealth-management\/wp-content\/uploads\/sites\/2\/2022\/02\/dmitry-vechorko-q6Kc9TrKD7M-unsplash-1-768x512.jpeg 768w, 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class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-b3b7178\" data-id=\"b3b7178\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-2fd0410 elementor-widget elementor-widget-cta-listing\" data-id=\"2fd0410\" data-element_type=\"widget\" data-widget_type=\"cta-listing.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\n        <div class=\"c-cta-listing \">\n            <div class=\"container\">\n                <div class=\"c-cta-listing__container\">\n                    <div class=\"row\">\n                        <h2 class=\"c-cta-listing__title\">Discover more<\/h2>\n                                                                            <div class=\"c-cta-listing__item\">\n                                <a href=\"https:\/\/www.lubbockfine.co.uk\/wealth-management\/protections-solutions\/\" class=\"c-cta-listing__item-link\">\n                                    <div class=\"c-cta-listing__item-image-container\">\n                                                                                                                                <img decoding=\"async\" src=\"https:\/\/www.lubbockfine.co.uk\/wealth-management\/wp-content\/uploads\/sites\/2\/2022\/02\/natalya-zaritskaya-SIOdjcYotms-unsplash-scaled.jpeg\" \n                                                alt=\"Protection solutions Image\" \n                                                srcset=\"https:\/\/www.lubbockfine.co.uk\/wealth-management\/wp-content\/uploads\/sites\/2\/2022\/02\/natalya-zaritskaya-SIOdjcYotms-unsplash-300x200.jpeg 300w, https:\/\/www.lubbockfine.co.uk\/wealth-management\/wp-content\/uploads\/sites\/2\/2022\/02\/natalya-zaritskaya-SIOdjcYotms-unsplash-1024x683.jpeg 1024w, https:\/\/www.lubbockfine.co.uk\/wealth-management\/wp-content\/uploads\/sites\/2\/2022\/02\/natalya-zaritskaya-SIOdjcYotms-unsplash-768x512.jpeg 768w, https:\/\/www.lubbockfine.co.uk\/wealth-management\/wp-content\/uploads\/sites\/2\/2022\/02\/natalya-zaritskaya-SIOdjcYotms-unsplash-1536x1024.jpeg 1536w, https:\/\/www.lubbockfine.co.uk\/wealth-management\/wp-content\/uploads\/sites\/2\/2022\/02\/natalya-zaritskaya-SIOdjcYotms-unsplash-2048x1365.jpeg 2048w\"\n                                                loading=\"lazy\"\n                                                class=\"c-cta-listing__item-image\">\n                                                                            <\/div>\n                                    <h3 class=\"c-cta-listing__item-title c-btn c-btn--text c-btn--text-underline\">Protection solutions<\/h3>\n                                <\/a>\n                            <\/div>\n                                                    <div class=\"c-cta-listing__item\">\n                                <a href=\"https:\/\/www.lubbockfine.co.uk\/wealth-management\/investment-management\/\" class=\"c-cta-listing__item-link\">\n                                    <div class=\"c-cta-listing__item-image-container\">\n                                                                                                                                <img decoding=\"async\" src=\"https:\/\/www.lubbockfine.co.uk\/wealth-management\/wp-content\/uploads\/sites\/2\/2022\/02\/AdobeStock_258338727-scaled.jpeg\" \n                                                alt=\"Investment management Image\" \n                                                srcset=\"https:\/\/www.lubbockfine.co.uk\/wealth-management\/wp-content\/uploads\/sites\/2\/2022\/02\/AdobeStock_258338727-300x209.jpeg 300w, https:\/\/www.lubbockfine.co.uk\/wealth-management\/wp-content\/uploads\/sites\/2\/2022\/02\/AdobeStock_258338727-1024x712.jpeg 1024w, https:\/\/www.lubbockfine.co.uk\/wealth-management\/wp-content\/uploads\/sites\/2\/2022\/02\/AdobeStock_258338727-768x534.jpeg 768w, https:\/\/www.lubbockfine.co.uk\/wealth-management\/wp-content\/uploads\/sites\/2\/2022\/02\/AdobeStock_258338727-1536x1068.jpeg 1536w, https:\/\/www.lubbockfine.co.uk\/wealth-management\/wp-content\/uploads\/sites\/2\/2022\/02\/AdobeStock_258338727-2048x1424.jpeg 2048w\"\n                                                loading=\"lazy\"\n                                                class=\"c-cta-listing__item-image\">\n                                                                            <\/div>\n                                    <h3 class=\"c-cta-listing__item-title c-btn c-btn--text c-btn--text-underline\">Investment management<\/h3>\n                                <\/a>\n                            <\/div>\n                                                    <div class=\"c-cta-listing__item\">\n                                <a href=\"https:\/\/www.lubbockfine.co.uk\/wealth-management\/retirement-planning\/\" class=\"c-cta-listing__item-link\">\n                                    <div class=\"c-cta-listing__item-image-container\">\n                                                                                                                                <img decoding=\"async\" src=\"https:\/\/www.lubbockfine.co.uk\/wealth-management\/wp-content\/uploads\/sites\/2\/2022\/02\/1-scaled-1.jpeg\" \n                                                alt=\"Retirement planning Image\" \n                                                srcset=\"https:\/\/www.lubbockfine.co.uk\/wealth-management\/wp-content\/uploads\/sites\/2\/2022\/02\/1-scaled-1-300x225.jpeg 300w, https:\/\/www.lubbockfine.co.uk\/wealth-management\/wp-content\/uploads\/sites\/2\/2022\/02\/1-scaled-1-1024x769.jpeg 1024w, https:\/\/www.lubbockfine.co.uk\/wealth-management\/wp-content\/uploads\/sites\/2\/2022\/02\/1-scaled-1-768x577.jpeg 768w, 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class=\"c-cta-listing__item-image-container\">\n                                                                                                                                <img decoding=\"async\" src=\"https:\/\/www.lubbockfine.co.uk\/wealth-management\/wp-content\/uploads\/sites\/2\/2022\/02\/dmitry-vechorko-q6Kc9TrKD7M-unsplash-1-scaled.jpeg\" \n                                                alt=\"Financial modelling Image\" \n                                                srcset=\"https:\/\/www.lubbockfine.co.uk\/wealth-management\/wp-content\/uploads\/sites\/2\/2022\/02\/dmitry-vechorko-q6Kc9TrKD7M-unsplash-1-300x200.jpeg 300w, https:\/\/www.lubbockfine.co.uk\/wealth-management\/wp-content\/uploads\/sites\/2\/2022\/02\/dmitry-vechorko-q6Kc9TrKD7M-unsplash-1-1024x683.jpeg 1024w, https:\/\/www.lubbockfine.co.uk\/wealth-management\/wp-content\/uploads\/sites\/2\/2022\/02\/dmitry-vechorko-q6Kc9TrKD7M-unsplash-1-768x512.jpeg 768w, 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\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Are you investing in the most tax efficient way to achieve your financial objectives? At LFWM, we look to support you with practical and robust solutions. We advise on numerous tax efficient investment strategies, aligned to your personal investment goals.\u00a0 Our aim is to maximise your personal allowances, tax bands and reliefs each year to [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":8149,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-860","page","type-page","status-publish","has-post-thumbnail","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.0 (Yoast SEO v27.0) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Tax planning strategies - Lubbock Fine Wealth Management<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.lubbockfine.co.uk\/wealth-management\/tax-planning-strategies\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Tax planning strategies\" \/>\n<meta property=\"og:description\" content=\"Are you investing in the most tax efficient way to achieve your financial objectives?At LFWM, we look to support you with practical and robust solutions.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.lubbockfine.co.uk\/wealth-management\/tax-planning-strategies\/\" \/>\n<meta property=\"og:site_name\" content=\"Lubbock Fine Wealth Management\" \/>\n<meta property=\"article:modified_time\" content=\"2025-09-19T12:52:20+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.lubbockfine.co.uk\/wealth-management\/wp-content\/themes\/lubbock-fine-wordpress-main-website\/resources\/images\/social-share.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"2560\" \/>\n\t<meta property=\"og:image:height\" content=\"1707\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:image\" content=\"https:\/\/www.lubbockfine.co.uk\/wealth-management\/wp-content\/themes\/lubbock-fine-wordpress-main-website\/resources\/images\/social-share.jpg\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.lubbockfine.co.uk\/wealth-management\/tax-planning-strategies\/\",\"url\":\"https:\/\/www.lubbockfine.co.uk\/wealth-management\/tax-planning-strategies\/\",\"name\":\"Tax planning strategies - 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