Whether it is running a business or the family finances, there is always tax to consider and usually there is more than one option. We can help you choose the option that will lead to the smallest amount of tax, whilst ensuring it is practical and still meets your main objectives.
All of our planning ideas are bespoke and take advantage of approved tax reliefs and techniques; we do not get involved in artificial tax schemes that would lead to HMRC’s attention.
Organising your financial affairs in a tax efficient way can not only save you money but it can provide you with more control over your wealth, now and in the future. We want you to have peace of mind that you have protected the money you have worked hard for and the people in your life that you care about.
Subjects of expertise include the following:
- Inheritance Tax and Estate Planning
- Trusts
- Taxation of property income
- Residency and domicile issues
- Enterprise Investment Scheme (EIS) and Seed EIS
- Enterprise Management Incentives (EMI) and other Share Option Schemes
- Extraction of profits from a limited company
- School and university fees planning
- Employment tax issues
We provide compliance services such as completing self-assessment tax returns for individuals, partnerships and trust, HMRC enquiries and investigations, appeals, IHT forms etc.