Tax PlanningYou've worked hard for it – so why give it away?

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Tax Planning

Helping you take advantage of every opportunity to reduce your tax bill.

As the old saying goes, the only certainties in life are birth, death and taxes.  Nobody likes paying tax but, in our experience, too many people pay more than they should …and that could include you!

Talking to a Pagan Osborne tax expert in Edinburgh or Fife could be the first step to reducing your tax liabilities by taking full advantage of all the reliefs, allowances and entitlements available to you under UK tax law. 

After conducting a detailed review of your current tax position, we can advise you on the most appropriate planning solutions for your individual situation in such areas as: 

  • Income Tax and Capital Gains Tax mitigation
  • Making full use of the exclusive tax exemptions available to Trusts as a way of protecting wealth
  • Tax efficient savings and investments
  • Safeguarding the legacy you wish to leave behind by reducing your exposure to Inheritance Tax

Our service also includes the preparation of self assessment tax returns and small business accounts, Trust tax declarations, repayment claims and advice on all tax issues relating to rental property income, overseas assets and share holdings.

So if you want to reduce your tax bill and release more money for the immediate and long term benefit of you, your family and your business, make an appointment with one of our tax advisors by contacting your nearest Pagan Osborne office in Edinburgh or Fife.

Meet the financial team

  • Alan Innes
    Alan Innes
    Partner and Head of Private Client Edinburgh and Commercial and Business Services
  • Keith McLaren
    Keith McLaren
    Solicitor – Client Advisor: Private Client
  • Lianne Lodge
    Lianne Lodge
    Associate – Private Client and Head of Lateryears Service
  • Neil Paterson
    Neil Paterson
    Partner – Private Client
  • Stuart Lisgo
    Stuart Lisgo
    Associate– Private Client Team
  • Fife
  • Audrey  Dishington
    Audrey Dishington
    Client Development Director & Partner
  •  Colin  Blyth
    Colin Blyth
    Trusts and Charity Accounts Assistant – Private Client
  • Fiona McDonald
    Fiona McDonald
    Partner – Private Client
  • Linda Leighton
    Linda Leighton
    Trusts and Charities Accountant – Private Client
  • Linda Reid
    Linda Reid
    Tax Assistant – Private Client

    Not sure where to start? Why not just give us a call today on
    0131 624 6820 for Edinburgh or 01334 475001 for Fife to discuss your needs.

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    Want to work with a local, friendly company? Then find your nearest Pagan Osborne office to you below. However, we also work with clients throughout the UK so you can call any of our numbers and our helpful reception staff will be happy to forward on your call to the most appropriate expert to suit your needs.

    Clarendon House
    116 George Street
    EH2 4LH Call Us
    Tel: 0131 624 6820
    Fax: 0131 220 1612
    2 Comiston Road
    EH10 5QE Call Us
    Tel: 0131 539 3333
    Fax: 0131 538 7204
    St Andrews
    106 South Street
    St Andrews
    KY16 9QD Call Us
    Tel: 01334 475001
    Fax: 01334 476322
    12 St Catherine Street
    KY15 4HH Call Us
    Tel: 01334 653777
    Fax: 01334 655063
    1 Crossgate
    KY15 5HA Call Us
    Tel: 01334 656525
    Fax: 01334 654119
    Pagan Osborne
    5a Shore Street
    KY10 3EA Call Us
    Tel: 01333 310703
    Fax: 01333 311918


    Got a question? Fill in your details below and we'll give you
    a call back on the date and time you have chosen.

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