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Dynamic tax planning

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TAX ADVICE THAT’S AS UNIQUE AS YOU ARE

An Inland Revenue auditor is credited with telling a taxpayer that, ‘the trick is to stop thinking of it as your money.’

At JMA we think it is your money and we want it to remain where it matters – in your pocket. Tax planning has always been a hugely important part of our process. This has intensified following recent increases to tax rates. We take genuine satisfaction in helping our clients legitimately save tax. In addition, we help clients improve their overall investment returns by avoiding tax wastage.

We apply two golden tax-planning rules

  • Where possible, ensure that no tax is payable on investment returns.
  • Where Rule 1 cannot apply, ensure that the bare minimum tax is payable.

This sounds simple enough but it is all too often completely overlooked. Our personalised, bespoke approach allows us to form a strategy to suit you. The ‘one size fits all’ approach adopted by others clearly does not work with tax planning.

Generating positive investment returns is hard enough. Having achieved it, why would anyone want to unnecessarily hand a proportion to the taxman when this can be avoided? We absolutely understand this and our strategies take full advantage of all allowances available to you. Our aim is to keep the majority of the return where it should be – with you, rather than the taxman.

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Planning your financial future as if it’s our own

This is not a meaningless slogan, thought up by marketing experts. It is genuinely how we work. When you become our client we effectively step into your shoes and ask ourselves constantly, ‘given these circumstances, what would we do in your position?’

This remains our long-term commitment to you and applies to all, whether you are a private or corporate client.

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Est. 1986

35+
Years of
financial expertise

We’re proud to have been serving our clients for over 35 years, and it doesn’t stop there.

The investment solutions, tax planning strategies and processes we implement for our clients are exactly what we do at a personal level.

We can think of no better endorsement than that.

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OUR FINANCIAL ADVICE SERVICES

Our financial services are designed to put you first and determine the most effective way to achieve your goals. It’s expert financial advice unique to you.
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Financial Planning

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Estate Planning

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Retirement Planning

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Protection Planning

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Investment Planning

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Corporate Services

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START YOUR JOURNEY WITH US TODAY

We understand that financial planning can be complex, if not daunting. Our goal, together with you, is to help guide you to a secure financial future, allowing you to confidently enjoy today, and tomorrow.

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WHAT OUR CLIENTS ARE SAYING

Happy clients are the bedrock of any business and ours is no exception.

My wife and I have been personal clients of JMA for all it’s 25 years. The cyclical nature of our economy has meant several periods of national financial turbulence and anxiety. Such a long association has enabled the soundness of the advice given, to be demonstrated by the performance achieved.

 

 

Trevor Phillips, Surrey

 

Having been badly let down by our previous adviser, and lost a lot of money because of his unprofessional self-interest, we were determined to appoint financial advisers who could provide a flexible service tailored to our individual needs. JMA have exceeded our expectations in all respects.

 

 

Bill & Sue Colledge, Surrey

 

 

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