inheritance tax planning

Tuesday 12th February 2019 (London) Following the success of our previous seminars in London and Glasgow, we will be hosting our next “FREE” seminar focusing on landlords / developers and buy to let investors. The seminar will focus on the following areas: 1-    Current tax climate and challenges for landlords 2-    How tax planning can increase …

Tax Seminar for Landlords – “How to Increase Your Wealth Through Tax Planning” Read More »

This case was referred to our firm by another firm of accountants in London. The client had inherited some properties a few years ago that they wanted sell. The issue was that the valuation used for probate purposes was quite low compared to market value at the time of death which meant that the capital …

Probate valuations and Capital Gains Tax Read More »

This client was referred to us by another firm of accountants in London. The client is a retired medical professional with a large portfolio of properties that had been acquired over the past 20-25 years at considerably low value but are now worth significantly higher. The client’s estate was in excess of £6 million which …

Inheritance tax advice for wealthy landlords Read More »

his client came to us seeking advice on mitigating capital gains tax on a property. We considered the client’s personal and professional circumstances in detail and explored various options allowing for the potential tax liability to be mitigated. We finally developed a strategy using legislation, HMRC’s guidance and extra statutory concessions which if carefully implemented …

Capital gains tax planning for properties Read More »

This client came to us through another firm of accountants from London. The client had a significant portfolio of investment properties as well as a high value main residence. The client was seeking advice to mitigate capital gains tax on transferring the investment properties to their children and also to reduce their estate for the …

Capital gains tax planning for properties Read More »

Click edit button to change this text. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.  Simon Atkinson from Hemel Hempstead has been jailed for a £450,000 tax fraud. He ran a halal poultry business where he had not been complying with money laundering regulations. During …

Probate valuations and Capital Gains Tax Read More »

This client was referred to us by an accounting firm in London. The client had a bereavement in the family and the deceased was subject to significant inheritance tax due to the size of the estate. After long discussions and research into the deceased’s family and background, our specialist tax advisers were able to propose …

Post Death Inheritance Tax and Capital Gains Tax Planning Read More »