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Tax planning for individuals

Keeping up with ever changing tax legislation and new reliefs can be difficult and time consuming, yet it can also be key to utilising assets and protecting your wealth for the future.

Our personal tax team are experienced in all areas of tax planning for individuals and families. They can help you look ahead to create a strategy that helps minimise the amount of tax you pay.

Tax planning is much about understanding your personal position, your goals and your ambitions for the future, therefore we will spend time at the outset getting to know what you are looking to achieve. Through discussing your options thoroughly you will be able to make informed decisions, and together we can create a strategy that works for you.

We will also take a proactive approach to advise you on changing legislation and new planning opportunities. No one likes a nasty surprise at the end of the tax year, so our team will let you know of any issues well in advance of their due date.

Personal tax planning

Our tax planning advice can cover, but is not limited to:

  • Inheritance tax planning
  • Property tax planning
  • Research and development tax credits
  • Trusts and estates planning
  • Pension tax planning
  • Tax planning on investments and tax-free savings
  • Capital gains tax planning
  • Buy to let tax planning
  • Profit extraction and tax efficient remuneration
  • We also offer a tax planning service for businesses

Overseas tax planning

We are also able to assist those with overseas tax issues or cross-border tax planning opportunities. As members of Praxity, one of the world’s largest international alliances of independent accounting firms we are well connected to help you access global tax resources and expertise.

Peace of mind with our Tax Investigation Service…

For added peace of mind we also offer all clients an optional Tax Investigation Service, which provides up to the equivalent of £100,000 towards our professional costs per matter resulting from an HMRC compliance check, including checks into Tax Returns, PAYE, P11D, National Insurance Contributions and VAT affairs.

Contact us to discuss our tax planning service for individuals and families, and for a free, no obligation quotation.

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