Services
Inheritance Tax Advice
Protect more of what you’ve built with our practical and tailored IHT planning. We start with an IHT health check, reviewing the current Wills and ensuring that the available allowances are being maximised. We then design a plan that suits cashflow and control. We will consider the suitability of trusts and family investment companies, and review the eligibility for Business or Agricultural Relief. We will provide a written report summarising the position and meet with you (and your other advisors) as appropriate to agree and begin to implement that planning.
Exit Planning
Whether you have already received an offer or are a number of years away from your planned exit, we can help. We will review the current business structure to ensure efficiency and also consider the most effective transaction structures to suit you.
Understanding the options available to you, and the tax implications of them, will allow you to prepare accordingly for an exit and make informed decisions when the time comes.
Tax Audit
We will review your current affairs and structures in detail, including personal and business tax returns, remuneration strategies and ownership structures. We will map out your assets, structures and goals to ensure that you are running as tax efficiently as possible. Where there is opportunity, we will suggest any changes you can make to improve the position.
Compliance Services
We pare very happy to help with the preparation and filing of:
- Personal tax returns
- Trust tax returns
- Corporation tax returns
- CGT returns
- Trust ten year and exit charge returns
Fractional Tax Partner
If you are an accountancy, legal or financial planning firm that often finds your clients havecomplex tax queries that you don’t have the time or capacity to deal with – our fractional tax partner service will be able to help. On a monthly subscription or a project basis, we are happy to provide advice on a white-label basis that can be passed onto your clients.
Please get in touch if this is something you would like to discuss further.