We provide clear and practical tax advice to clients in the UK and abroad. We work with a wide variety of clients including entrepreneurs, families, high net worth individuals (HNWI) and trusts.
Following the introduction of Making Tax Digital (MTD), we assist and support clients with their quarterly submission requirements. From maintaining compliant digital records to preparing and submitting your quarterly updates to HMRC, we ensure your obligations are met accurately and on time, giving you confidence and peace of mind.
In addition, we offer a wide variety of services associated with owning, managing and preserving business and wealth, including asset protection, estate and succession planning.
CGT is payable by individuals, trustees and personal representatives (PRs). There are annual tax-free allowances for individuals, trustees and PRs.
There are multiple types of relief applicable to different circumstances, such as Entrepreneurs’ Relief, Holdover relief, Roll-over relief, PPR, etc.
Inheritance Tax Planning (IHT)
Inheritance Tax (IHT) is a tax on the estate of someone who has died, including all property, possessions, and money.
Only a small percentage of estates are large enough to incur IHT, but it is important to factor this tax into your plans when making your will.
Trusts are an often overlooked way to manage your estate when you pass away, keeping an element of control over what happens to your assets and how they can be used.
For example they can enable grandparents to provide for their grandchildren by helping out with outgoings such as school fees.
The tax treatment of trusts can also mean they're useful for reducing the amount of inheritance tax that will be paid.
Each of our clients has a dedicated member of our tax team. As well as preparing personal tax returns, we advise clients on their payments on account and balancing payments and are there to answer any ad hoc queries as they arise.
The tax team works closely with our accounts team to ensure that both personal and corporate taxes are considered.
An accountancy firm with a difference
