Specialists in
Tax Planning

Tax Planning Services

You know there are certain times of year when you need to think about tax. But if you really want to keep your tax bill to a minimum, consistent, ongoing tax planning can make a big difference.

With our help, you can make informed choices about factors that could affect your tax bill. We can advise you on strategies that will make the most of the tax reliefs, allowances and credits available to you.

Our Tax Planning Services Relate To Many Aspects Of Your Business, And Cover Areas Such As:

  • Cash and profit extraction
  • Land and property
  • Share schemes
  • Choice of business structures
  • Succession and sale
  • Transaction planning
    Trust and estate planning
  • CGT Planning
  • Section 24 mitigation
  • Wealth preservation
  • Raising finance

We begin with a careful evaluation of your financial situation, discussing your future plans and goals to help define the right plan of action. As independent advisors, we’re always working with your best interests in mind, bringing you tax-saving opportunities with a strong commercial basis.

As property is a capital asset, you’ll need to be aware of two main tax implications: Capital Gains and Income Tax on profits. We’ve developed the Commercial Property Purchase Plan, to help you buy and own a commercial property cost-effectively.

To find out what’s likely to be the best option for your situation, our specialist tax consultancy team can guide you through a three-step process:

Step 1: Understanding the information
Step 2: Processing the information
Step 3: Recommending a structure.

Whether You’re Starting A Business, Looking To Change Your Organisation, Or Simply Want To Make Sure Your Company Is Set Up In The Most Tax-Efficient Way, We Can Help You Choose The Best Business Structure. Your decision could have long-term implications, and we’re here to help you make the right one. We can support you through the whole evaluation process, including:
  • Considering your options, to quantify the savings, rewards, costs and risks.
  • Presenting our findings to help you make an informed decision
  • Planning to implement the structure
  • Documenting the process
  • Helping you with disclosure and returns.
As well as the traditional business structures, the best options for you could involve trusts, joint ventures, or a mix of different types of entity. We assess all of these for you, and ensure your new structure works within your overall tax planning.
Tax Tribunal is responsible for handling appeals against some decisions made by HMRC relating to:
  • Income Tax
  • PAYE tax
  • Corporation Tax
  • Capital Gains Tax
  • National Insurance Contributions
  • Statutory Sick Pay
  • Statutory Maternity Pay
  • Inheritance Tax
  • VAT
  • Excise duty
  • Customs duty
It also handle some appeals relating to goods seized by either HM Revenue and Customs or Border Force and against some decisions made by the National Crime Agency.

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WHAT WE OFFER

WE UNDERSTAND REQUIREMENTS
We are amongst the UK’s leading Tax specialists with a wealth of experience. We provide professional firms, individuals and privately owned businesses with a comprehensive range of specialist tax & advisory support across all of the major taxes.
WE WORK PRECISELY
When appointing a Tax specialist to act on your behalf, it’s important to know that you’re in good hands. You need to know that the advisor you appoint has the experience, skills and courage required to achieve the best possible outcome for you.
WE DELIVER BEST OUTPUT
Our role is as much about supporting our clients personally as it is about providing professional and effective Tax representation. This is why we have implemented facilities such as flexible payment options , that aim to make the process straight forward and stress free.

Our Specialisation

Whats Included

It’s important you make a good connection with your consultant. Your consultant will become an extension of your business, working with you and for you.

We provide comprehensive services to individuals, businesses and companies. Our relationship with you and your Consultant is built on trust and mutual respect. We will always give you an honest appraisal of your position, including potential fees, whether it is favourable or not. Our team is accessible and approachable, and ready to answer your questions, giving you the confidence you need when dealing with a sensitive issue such as an HMRC enquiry or other tax dispute.

Our initial free consultation allows us to get to know each other and for us to understand your challenges. We’ll also explain how we think we can make a difference. Here’s what you should expect in your initial consultation.
  • You will be listened to
  • You will understand the Map ahead
  • You will know about costs involved
  • You will find out what our experts can do for you
  • You will know exactly what can be done

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How It Works

Initial Phone Consultation

Our advisers will recommend the best options based on your specific needs. We have over 130 years of combined experience meaning your case will be dealt with professionally and to a high standard.

Recommend Options

Our role is as much about supporting our clients personally as it is about providing professional and effective tax representation. This is why we will provide the best possible solutions tailored to meet your case specific needs.

WHAT CLIENTS SAY