We will advise you on tax compliance, minimising your tax liabilities, and also offer planning and guidance regarding potential future taxes too. We can offer up to date advice in relation to changes in tax legislation that may affect you or your business. 

We primarily look after wealthy individuals and owner managed businesses, so we regularly deal with a wide variety of personal income tax matters:

• Self Assessment for:
• Sole traders
• Partnerships
• Individuals with investments and multiple income sources
• Landlords and property owners (including Furnished Holiday Lets)

• Foreign income and double taxation reliefs
• Tax repayment claims, including historic Overpayment Relief claims
• Income tax reliefs such as pension contributions and charitable donations
• Tax codes and other PAYE matters such as Benefits in Kind
• Dividends vs Salary planning
• Other HMRC enquiries and disputes

We are able to offer advisory and compliance services regarding many aspects of CGT such as:

• Property (commercial and residential)
• 60-day CGT returns
• Gifts of chargeable assets
• Investments
• Utilising Annual Exempt Amounts and spousal transfers
• Specific tax reliefs such as BADR / Entrepreneur's Relief
• Capital losses - calculation and utilisation of historic and current losses

We are proud to help our clients run their businesses effectively and tax efficiently, offering limited companies support in relation to their Corporation Tax affairs:

• Incorporation 
• Preparation of Corporation Tax Returns and calculation of liabilities
• Trading and non-trading company income
• Capital allowances 
• Special purpose vehicles e.g. property portfolios
• Connected and group company matters
• Dissolution / closing down companies and exit planning
• Loss utilisation - trading losses, terminal losses etc

Whilst we're not IHT experts, we can offer an understanding of common Inheritance Tax issues that our clients face and how they may interact with other taxes:

• Gifts and the use of annual exemptions
• Potentially Exempt Transfers
• Business Property Relief
• Agricultural Property Relief
• Residence Nil Rate Band
• Charitable gifts