Tax Planning Services for individuals and businesses

Tax Planning Services for Individuals and Businesses

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
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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.

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