We ensure that our advice focusses on our clients’ specific circumstances and goals – whether this is in relation to their business, family or investments. We work alongside our clients, and other professional advisers, to ensure the best possible outcome and regularly look for tax planning opportunities at every stage of our relationship, including:

• Creating and preserving wealth – whether you make money through your business, investments, property or pensions, minimising your tax bills and paying the correct amount of tax should be a priority.
• Family tax planning – how to pass on wealth to the next generation is an important consideration for many families. We advise on the use of Family Investment Companies, Trusts and the various Capital Gains Tax and Inheritance Tax reliefs available to enable tax-efficient succession planning.
• High Net Worth Individuals – providing tax advice, in addition to complex Tax Return services.
• Tax efficient investments – we work closely with IFAs when advising clients on the tax implications of investing in various venture capital schemes such EIS, SEIS and VCT investments.
• Sale of a business – ensuring that your retirement or sale is structured in the most tax efficient way and that you qualify for Business Asset Disposal Relief (BADR).
• Internationally mobile individuals – we advise on the impact of your residence and domicile, and ensure that you are not only compliant but that you structure your affairs optimally.
• Employee share schemes – we guide you through your reporting and tax obligations, help you understand the schemes, and plan for the optimal return.