Effective tax planning can make a significant difference to you and your family's financial wellbeing. Tax planning is one of the key aspects of any form of financial advice, and with the right tax planning, you could save hundreds, if not thousands of pounds every year.
We are able to advise you on strategies to mitigate the tax that you pay. Our strategies are government approved which means you can have the confidence of doing the right thing.
We can provide you with tailored tax planning advice and recommendations for you when dealing with all aspects of tax. We are tax planning experts with years of experience of creating financial plans for businesses and individuals which help save you money.
We are sure you feel the wealth that you have created throughout your lifetime should be passed on to your beneficiaries, not the HMRC. Our aim is to help you pay only the Inheritance tax you should pay, nothing more.
Many people including accountants believe that income tax is compulsory. We have helped many people reduce their income tax and in many cases claim back income tax previously paid.
Capital Gains Tax
Contrary to the views of far too many financial advisers, Capital Gains Tax is not inevitable. With some careful planning and sound advice, we can mitigate most liabilities.
If you feel you are paying too much Corporation Tax then we can help you by assessing how much Tax you should be paying, and more importantly for you, how much of a saving we could make for you.
Moor Investment Services have had many years experience in helping clients with their tax planning.
Find out how we can help you with your tax planning needs.
Looking for some friendly financial advice?
If you're looking for independent financial advice to help meet your current needs and future aspirations then we're always happy to discuss how we could help you.
Independent financial advice from a friendly, local IFA you can trust
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What Our Clients Say
Richard has always taken the time and trouble to listen to my specific investment needs and I have been extremely grateful that he is, unlike most IFA's, not sales motivated.
Cooden, East Sussex
I have known Richard and Jane Moor for over 20years and would highly recommend them for all your financial needs. Two very discreet and trustworthy people. You will never be disappointed.
Richard and Jane were introduced to ourselves by our accountant to assist with pension planning. Their approach from the onset has been personal, yet totally professional throughout and we are delighted with the ongoing financial service they provide, leaving us confident to enjoy our retirement.
D.P. & M.S.
Richard at Moor Investment Services has been our financial adviser for a number of years. He has provided input on pension planning and given us investment advice. He has recommended thoroughly researched solutions which have proved invaluable.
D.G. & H.A.
Although our investment with Moor Investment Services Ltd is a small one, for us it has been a comfort to have a personal review each year with Richard. As we have no knowledge of the financial world, investing in this way means we do not have to worry about it.
Mr & Mrs. G.
Whatever your financial circumstances you can be assured of excellent, well researched advice from Richard and Jane. They are both highly experienced and knowledgeable but can explain things in 'layman's terms' if necessary and they are always friendly and personable.
Now that my husband is in a nursing home, your help with the financial side has been extremely welcome. I might add that the money that has funded his care is as a direct result of how our money was invested in the past from your excellent advice and skill.
Tunbridge Wells, Kent
Over a number of years Richard Moor has been my pension advisor. During this period he has provided me with accurate and independent advice, which has been very beneficial to my pension fund.
Mr. S.P. Cronan
Abaco Creative Consultancy
Moor Investment Services Ltd provided me with an extremely professional service, making the necessary effort to understand my personal and financial circumstances and combine this approach with a respect of privacy and lack of intrusiveness.
Hastings, East Sussex
Richard has taken all my financial worries away. No hours pouring over that tax return. I look forward to his visits, a cup of coffee, good advice - all sorted!
Tunbridge Wells, Kent