What We Do

Tax and estate planning

Personal taxation has never been so complicated: Failing to get to grips with your personal tax and estate planning could prove costly in more than monetary terms.

Long term financial security for you and your family could be adversely affected if your assets, investments and business interests are not structured in a tax effective way.

We can advise you on all areas of personal taxation and estate planning including trusts, inheritance tax, succession planning, capital gains tax and business restructuring.

Income tax
The introduction of Self-Assessment has placed a greater burden on individual taxpayers to keep their income tax affairs in good order. We are fully conversant with all aspects of the income tax system and can assist in the preparation of annual income tax returns and their supporting schedules

Capital taxes
We can undertake a detailed review of your circumstances and recommend a number of planning opportunities to reduce your potential liability to capital taxes Because the Inheritance Tax threshold is low enough to bring many people a potential liability, we work in conjunction with the solicitors of your choice in estate planning and will drafting.

• Retirement planning
• Pension planning
• Trust and estate planning

The buying and selling of private businesses, deregulation of share markets around the world, the Internet revolution and a buoyant property market have led to an upsurge in private investments by individuals. As a consequence of this trend, capital gains tax issues are encountered much more frequently.

We can help you ensure these issues are properly planned and reported to HM Revenue & Customs so that you take proper advantage of available concessions (such as taper reliefs and the annual capital gains allowance) thus minimising your liabilities.