Planning

Becoming more tax-efficient

You currently have JavaScript disabled in your browser. Please enable it to make full use of My plan.

Tax is one of life’s certainties but by understanding your tax bill and making the most of your allowances, you could minimise your tax bill

All articles

How much tax do you pay?

article

How much tax do you pay?

We all benefit from government services such as hospitals, roads and schools, so we all need to make a…

Five ways to be tax savvy

article

Five ways to be tax savvy

Are you paying more tax than you are required?

Make the tax system work for you

article

Make the tax system work for you

Using your allowances could be an effective way of increasing your income

Could you be more tax efficient?

article

Could you be more tax efficient?

Make sure you're not paying more than your fair share

Make the most of your tax allowances

article

Make the most of your tax allowances

Understanding the tax system is a key advantage − and a necessity

Tax Efficient Investments – Here are some of the options

article

Tax Efficient Investments – Here are some of the options

Tax efficient investments

Show more

Gifts and Inheritance Tax

article

Gifts and Inheritance Tax

Making gifts from capital and income can reduce your Inheritance Tax (IHT) liability - but there are rules you…

Are you paying the correct amount of Tax on your Savings Interest?

article

Are you paying the correct amount of Tax on your Savings Interest?

If you're a tax payer you will have to pay tax on the interest you earn from your savings, however the amount of…

How HSBC can help

Investment products

Investment Products

Savings

Savings

Switching to HSBC

Switching to HSBC

You may also be interested in...

article

Track your cash

Keep on top of what you spend

article

Planning during your retirement

Check that your money is still working hard for you

article

Inheritance tax explained

Proper planning can help minimise the inheritance tax you pay

Please be aware that the value of tax benefits will depend on individual circumstances and tax rules can change. If you are in any doubt, please seek professional advice.

Need financial advice?

We can help give you expert advice for your individual circumstances.

See how we can help

Need to talk to us?

To discuss options or book an appointment:

0800 032 4710

Our opening hours are Monday to Friday 8am to 9pm and 9:30am to 7:00pm on Saturday. Calls may be monitored or recorded.

Start a live web chat

Discuss your options with one of our online representatives.

Everyone's circumstances are different and what applies to one person may not be right for someone else. The suggestions above are based on a general assumption of each planning event and they are not intended to provide advice or recommendation on your individual financial needs.

* Lines are open 8am to 6pm, Monday to Friday (excluding public holidays).
To help us continue our service, and in the interest of security, we may monitor and/or record your call.