Services
Tax Essentials for Individuals
All matters pertaining to compliance with UK tax obligations including:
- Self assessment Tax Return preparation for individuals and trusts with quality annual tax review and advice as standard
- All computations, calculations and claims covering the full range of taxes including income tax, capital gains tax and inheritance tax
- Liaising and negotiating with HMRC to resolve technical and conentious issues and problems
Tax Efficiency for Individuals
- Tax planning and its implementation for private individuals, families, trusts and owner managed businesses ( sole traders, partnerships and family companies )
- Resolution of technical issues and difficulties arising from income tax, capital gains tax, inheritance tax, property taxes and pre owned asset tax as well as a wide range of other tax driven matters
- Residence and domicile issues
- Inheritance Tax mitigation and planning
Specialist Capital Taxes Planning for Business Owners / Shareholders
In depth and bespoke advice in all area’s relating to:
- Inheritance tax Business Property Relief
- Capital gains tax Entrepreneurs Relief
- Related capital taxes reliefs
- Succession planning
Professional Services for Law Firms, Accountants and Financial Advisers
- One off instructions on specific assignments
- Technical support on specific assignments
- Second opinions
- Intructions to Tax Counsel
- Retainers where no in house resource exists but regular queries or issues arise
- Regular "in house" or "surgery" type engagements and file reviews
- Joint meetings with clients and with other advisers
