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Financial Advisors based in Lancashire

Tax Planning

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Some people pay too much tax, or miss out on opportunities to reduce their tax.

If you have investments, pay higher rate income tax, or run your own business, you should have your position reviewed.

If you are married and one of you is in a  higher rate tax bracket than the other, you should have your position reviewed.

If you, or your partner, came from overseas, you should have your position reviewed.

To discuss this further, please contact us.

Egan Roberts Financial Services Limited is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 147606 http://www.fca.org.uk/register.

Egan Roberts Financial Services Limited Registered Address: Suite 46 Manor Court Salesbury Hall Road Ribchester PR3 3XR. Registered in England & Wales, No. 02547645.

Neither Egan Roberts Financial Services Limited nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.

The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

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