Personal

Everyone subject to tax needs professional and proactive advice if they are to minimise their tax burden and optimise their wealth retention. We can provide you with timely year round advice on Income tax, Capital Gains tax and foreign employment or residency issues.

Take full advantage of the tax mitigation opportunities available to you by contacting us today for a tax planning review. 

Self assessment

Many taxpayers struggle with the complexity of today's tax returns resulting in error or late submission. The £100 per return penalties for late submission are providing staggering revenues to the Government. This is further complicated by the ever increasing changes to tax legislation. We can save you time, worry and money by preparing your self assessment return for you. Preparing all necessary computations, calculating your tax liability, completing the return and submitting it on your behalf with advice on how the tax burden can be mitigated.

Retirement strategies

Maintaining a good standard of living post-retirement is a much sought after goal but it's achievement requires detailed forward planning including consideration of such issues as:

Business exit strategy - Is it passing to your family or is it to be sold ? If passing to your children - when & how ? If being sold -  How and at what sum is it to be valued and how do you find a suitable buyer ? In any event what are the tax implications of your chosen course of action and what can be done to mitigate their effect ?

Pensions, savings and investments - Is your pension provision adequate and is your investment and savings mix balanced in terms of risk and access to the funds ?

Inheritance tax planning

Whilst thoughts of our mortality are unpleasant everyone would be pained by the thought that we had failed to make adequate provision for the family that survive us. Current legislation in this area demands that measures are taken well in advance of death, and since the date of that eventuality is unknown to us, action should be taken now.

Early action increases your ability to take advantage of the available tax mitigation opportunities thus maximising the wealth passing to your descendants and reducing the tax which would otherwise swell the Government's coffers.

We can help with drawing up a tax efficient Will ensuring no wastage of the available exemptions.

We can compute the residual potential tax liability and arrange effective life assurance policies.