Tax Planning & Advice

Personal Tax Planning

There are many planning opportunities available within the current tax system to mitigate tax liabilities. In layman’s terms – we can help you pay the absolute minimum tax required – totally compliantly and, of course, within the law.

Self Assessment

  • Preparation of your income tax return(s), including partnership tax return(s), as appropriate
  • Submission of the completed return(s) to HMRC
  • Calculation of your tax position(s)
  • Calculation of future tax liabilities and advice on due dates of payment, repayments and claims to reduce your payments on account
  • Checking and agreeing HMRC statements of account and PAYE coding notices
  • Dealing with HMRC in respect of tax investigations and enquiries
  • This includes providing specialist tax advice in the following areas:
    • Income tax
    • Capital Gains Tax
    • Non-resident and non-domiciled individuals
Corporate Tax Planning

We work hard on your behalf to reduce your Corporation Tax as far as possible.

Our services include the following:

  • Preparation of corporation tax returns
  • Submission of completed returns to HMRC
  • Calculation of the tax position(s), including future tax liabilities, as appropriate
  • Taking full advantage of tax opportunities and reliefs available
  • Determining the most tax efficient remuneration package, linked to your personal tax position
  • Capital allowance reviews
  • Acting on your behalf in negotiations with HMRC
  • Dealing with HMRC in respect of tax investigations and enquiries
Inheritance Tax/Trust Tax & Stamp Duty advice

With the assistance of our specialist consultants, when required, we can ensure tax efficient advice is provided around these, at times, niche areas of the tax system

Tax Enquiry Fee Protection Service

Once HMRC decide to investigate your return you have no option but to comply. Early professional representation is essential in quickly and successfully dealing with an enquiry. Even if your affairs are in order, and there may be no additional tax to pay, our fees to support you and your business throughout the enquiry remain.

To help ease the stress of an enquiry and avoid the unbudgeted costs, we, via our trusted administration company, offer a non-obligation tax enquiry fee protection service for one annual fee, which provides our professional representation for up to £100,000 of fees.

Further details of this service will be provided as part of the engagement process.