Tax Planning

Taxation is the money which we must pay to the UK government on items such as our income, capital gains, property and other assets.

There are many reasons which mean we must pay tax, there are also solutions which mean that we can reduce the final amount of tax that we pay.

Our tax planning services include certain products, allowances, and guidelines to ensure your money is working its hardest and to ensure the tax you pay is ultimately a fair, yet minimal, amount.

We aim to build a tax efficient portfolio that is bespoke to you. We’ll make the best use of your allowances to ensure your money is working hard for you.

Moffatt Financial Planning is authorised and regulated by the Financial Conduct Authority, firm reference 198060.   Registered in England and Wales at Parkway Business Centre, Princess Road, Manchester, M14 7LU.

Our financial services register entry can be checked by visiting

The regulatory status and permissions for the firm may be reviewed on the Financial Services Register, by visiting, or by contacting the FCA at 12 Endeavour Square, London, E20 1JN.  Tel : 0800 111 6768.

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Thank you for your interest.

For more information or advice, please complete the contact form below and we will respond immediately.

You can also call us on

0161 226 5002​

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