Tax Planning

Our fully qualified team of tax advisers are able to advise companies, businesses, individuals, trusts and pension schemes across all aspects of direct taxation, VAT, Stamp Duty and Stamp Duty Land Tax.

Our practical solutions and advice will ensure that your affairs are structured in the most tax efficient manner.

Our tax advisory team advise clients regularly in the following areas:-

Business Tax Planning

Ensuring all available reliefs, deductions and concessions are utilised so as to ensure the minimum tax is paid on trading and rental profits for individuals, partnerships, LLPs and companies. For example claims for:

Research and Development tax credits,
Capital Allowances,
Group Relief.

Working closely with our Corporate Finance team and your legal advisers, our team makes sure that transactions buying and selling businesses and companies and re-financing exercises are structured in the most tax efficient manner.
Business amalgamations, de-mergers, corporate restructuring, groups and overseas activities.
Succession Planning
Remuneration planning, PAYE and Benefit in Kind planning, termination payments and employee share and share options such as the Enterprise Management Incentive Scheme.

Tax Planning for Individuals and Trusts

Advising individuals and families of their potential exposure to inheritance tax and advising on ways in which to minimise this potential liability. This often includes drafting a tax efficient will or wills.

Everyone should have a will see our will writing service page for more details of how we can help you.

We are experts in trust matters. Trusts are an easy and tax efficient way to set aside assets for future beneficiaries outside the inheritance tax net. We can advise on the most suitable type of trust to fulfil your wishes, assist in setting up the trust and provide the full range of tax and accounting services required for trust management.
Capital gains tax planning for individuals, trusts and companies.
Retirement and Pension planning
Whether you are a property developer or investor we advise on buying and selling property, raising finance, and structuring your property portfolio for UK and overseas property. See our property advice service page for full details of this service.

For details of our tax return, investigation and compliance services follow this link.