Tax Planning Support
For Accountants and their Clients
We specialise in bespoke tax planning that takes advantage of approved tax reliefs and techniques. We work with existing accountancy practices to provide specialist tax services which accountants may not have available in-house. We can do this by working seamlessly with the accountancy practice helping their clients choose the option that will lead to the smallest amount of tax being paid, whilst ensuring it is practical and still meets the clients main objectives.
The organisation of an individuals financial affairs in a tax efficient way can not only save them money but it can provide them with more control over their wealth, now and in the future. We want individuals to have peace of mind that they have protected their money not only for their benefit but also the people they care about.
We provide Big Four accountancy firm experience with a wealth of expertise and knowledge. Through established taxation experience, we can pass this expert advice on at much lower rates, with the added benefit you will always be dealing with the same advisers.
Areas of Expertise Include:-
- Enterprise Investment Scheme (EIS) and Seed EIS
- Inheritance Tax and Estate Planning
- Enterprise Management Incentives (EMI) and other Share Option Schemes
- Residency and domicile issues
- School and university fees planning
- Employment tax issues
We can also, if required, provide compliance services such as the completing of self-assessment tax returns, partnership and trust returns, HMRC enquiries and investigations, appeals etc.