We help minimise tax liability for private and business affairs.
Whether you require straightforward tax advice and support, or have more complicated circumstances we have a tax planning solution to help you minimise your tax liability.
Tax Planning
Saving Tax
HM Revenue & Customs will not advise individuals on how to manage their tax affairs or save tax. We will help you calculate your tax liability and ensure you pay the right amount of tax.
When planned correctly our solutions can help you save hundreds or even thousands of pounds. We can determine what type of help you need over a coffee and your first meeting with us is free.
Income tax planning
Salary for benefits exchange, reducing taxable income, allowances on let properties and company car exchanges are just some of the ways you can reduce your tax liability.
Business tax planning
Whether your business is large or small there are tax reliefs available, we will help you ensure you do not miss crucial deadlines that could increase your tax liability.
School and University fees tax planning
Putting more money towards your children’s education rather than to HMRC is the aim of our school and university tax planning solution.
Trust planning
Whether it’s for an existing trust or a new trust we have the experience to ensure you keep control of the assets or capital within it and protect it against future inheritance tax.
Capital gains tax mitigation
You will be exposed to Capital Gains Tax (CGT) if you have investment property, sold land for property development or a second home; have shares in an investment company or have a stock market portfolio. Capital Gains Tax can be mitigated or delayed by utilising the appropriate relief scheme such as Principal Private Residence Relief, Entrepreneur Relief, Gift Relief, Reinvestment Relief, Enterprise Investment Scheme (EIS) and Seed (EIS).
Inheritance tax mitigation
Protecting your assets for the future is the aim of our inheritance tax service (IHT). Your estate will be liable for IHT if your estate and any gifts from the previous seven years are worth more than £325,000 or £650,000 for a couple. Although from April 2017 a nil rate band will be introduced providing a £100,000 allowance against the estate this is subject to certain conditions.
Corporation tax mitigation
Corporation tax is payable on company profits, so the less profit you make the less tax you will pay. We will help you reduce your liability using legitimate schemes such as capital allowances, research and development tax relief to name a few.
Long Term Care
If you have built up assets over your lifetime the current Law requires you to use them to pay for your own long term care. To mitigate this we offer an integrated solution, combining long term care, inheritance tax and tax planning to ensure you keep control of your hard earned assets and protect the future wealth of your loved ones.