Planning with hindsight is easy. We have the experience to understand what is required from the start to ensure that all the necessary structures are in place to optimise the benefits.
Tax law and regulations change frequently becoming ever more complex. Our practice specialists are equal to the challenge of these complexities. Continuous study and application of in-depth technical tax topics ensure our knowledge is up to date.
Our objective is simple – to give expert advice on complex issues and so to help our clients save time and money.
We can advise on ways to ensure that our clients retain as much of their profits as possible by structuring the shareholding, dividend and remuneration policies.
This is accomplished through the use of:
- The careful choice of year end dates
- The timing and financing of capital investments
- The development of tax efficient reward schemes for key staff
Estate, Retirement & Personal Planning
We provide specialist advice to mitigate capital taxes payable on death and sale of businesses prior to retirement. The interaction between Capital Gains and Inheritance Tax is complex and liable to change in the annual Finance Acts, we can ensure that clients obtain the maximum reliefs and allowances available.
We can advise on tax efficient models as well as how to structure investments within the family.
As it is never too early to plan for the future, we carefully appraise the position and make recommendations which may include the use of pension and life assurance policies and discretionary trusts.