We have a wealth of experience and knowledge in dealing with predominately with family and owner managed companies and businesses.
As taxation advisers, our objective is to work closely with you to ensure you pay the minimum tax required by law. We constantly work with businesses on succession planning, re-structuring, sales and acquisitions.
Tax-efficient profit extraction and remuneration packages are regularly reviewed in order to ensure that tax efficiency is maximised. We are committed to making you aware of ways to save tax and to plan for the future.
Self Assessment - for Directors, sole traders, partnerships and tax only clients
We provide practical advice on personal tax and the planning opportunities available to you. Over recent years HMRC have increased the penalties for failing to file a return on time and for errors. We complete tax returns, calculate any tax liability and advise on exactly when to make payments and how much to pay.
Personal tax planning
Everyone who is subject to taxation needs professional advice and support if they are to optimise their tax position and ensure they meet the compliance requirements. Our specialist tax team can provide you with year-round advice on all aspects of personal taxation.
Estate planning
Few of us like to think about dying; however the relevant legislation requires us to plan well in advance. This means making the necessary provisions now. There are many tax opportunities available and the earlier arrangements are made, the greater the chance of taking full advantage of our complicated tax system.
It is important when planning to transfer an estate that adequate provision is made and getting the right balance requires considerable skill and foresight – along with a detailed knowledge of the current tax regime. We provide a discreet comprehensive estate planning service that includes:
- help with planning and reviewing a will
- making full use of exemptions and lower tax rates on lifetime transfers
- optimising lifetime transfers between family members
- transferring agricultural or business property
- transferring assets into trust
- arranging adequate life assurance to cover potential inheritance tax liabilities.
Require more information?
If you would like more information or would like to speak to us direct then call us on 0115 852 8900 or 01636 233 233. Or if you would prefer, ask us a question online.