Our Services | Tax Planning
Tax planning
We will explore all elements of your current situation and future plans, to help you understand how tax impacts them. We will ensure your finances are set up tax efficiently.
Our approach to tax
UNDERSTAND
We will sit down with you to understand what is important to you and the tax implications of achieving these goals, whether it be income tax, capital gains tax, dividend tax during your lifetime or inheritance tax on your estate.
PLAN
We will then work with you to ensure you can achieve everything you want to in a tax efficient manner, taking account of your personal view on tax.
Introduce us
Carbon has been built on strong client relationships and the personal and professional referrals which flow from these.
If you think we could help you or someone you know then we’d love to hear from you.
Part of The Progeny Group
Progeny is independent financial planning, investment management, tax services, property, HR and legal counsel, all in one place.
Carbon Financial Partners, part of The Progeny Group, is a trading name of Carbon Financial Partners Limited which is authorised and regulated by the Financial Conduct Authority under reference 536900.
Carbon Financial Partners Limited is registered in Scotland. Company registration number SC386400. Registered Address: 61 Manor Place, Edinburgh, EH3 7EG. Carbon Financial Partners Limited is part of The Progeny Group Limited.
© Carbon Financial Partners 2025
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