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Tax & Planning

We understand the importance of providing tailored tax advice and planning that aligns with your business and personal objectives

Effective tax planning

Effective tax planning is a crucial component of this process, so we offer a range of services to help navigate the complex world of taxation. Our tax services are aimed at helping minimise tax liabilities while remaining compliant with relevant laws and regulations. We can assist with everything from tax return compliance and reporting to more complex issues such as group restructuring, tax due diligence, and remuneration planning.

Whether you are a private individual, your business is a SME or a large corporation, we have the expertise and experience to provide the guidance you need to make informed decisions about your tax affairs. Our advice covers all aspects of taxation, and that is crucial as often advice in relation to one area of tax will have a knock-on effect (sometimes negative) in another. Therefore, rounded advice is essential.

Effective Tax Advice and Planning with LB Group

A personalised approach

We understand that every client is unique, so we take a personalised approach to tax advice and planning tailored to your specific circumstances and objectives. So, if you’re looking for a trusted partner who can provide bespoke solutions and tailored advice to help protect and maximise your wealth, look no further than us. With our range of tax planning services, we can help you add value to your businesses and build stronger, more collaborative relationships that last for years.

LB Group | Personalised Tax Advice and Planning

How we support you

Corporate Tax

Our specialist team can expertly advise owners of Small and Medium sized companies in relation to their corporation tax planning as part of their overall tax planning strategy. In addition, we advise large companies in respect of their corporation tax compliance and planning, ensuring they are compliant but also making full use of all allowances and reliefs available to them.

Covering areas such as pre year-end tax planning, group tax planning, corporate interest relief advice and capital allowance reviews, we bring our extensive industry knowledge and understanding of governance, allowing us to minimise your corporation tax exposure and plan any payments due into your cash flow.

Private Client Services

Strategic tax advice, personalised to your individual circumstances, key goals and objectives is key when it comes to protecting, maintaining and enhancing your wealth.

Our specialists will work closely with you to understand your affairs and provide tailored advice to suit your circumstances. We have a range of expertise within our team, who can advise you on keeping your affairs compliant with HMRC, to more complex matters such as protection of wealth through estate planning and restructuring. We have a wealth of knowledge across multiple tax and financial areas to assist you in finding the right approach and solution.

R&D Tax Credits

It’s a very misunderstood area in the business world and subsequently underutilised, and no, you don’t need to be a white-coated, cutting-edge scientist to be eligible. We can help you to understand what ‘innovations’ within your business may be considered. Equally, our experts will give you frank honest advice as to whether there is a valid claim to be made ensuring you are protected from any HMRC challenge and penalties in this ever-changing landscape of R&D claims.

Even if your venture may not have been successful, there is still an opportunity for a  claim which may involve an actual cash refund.

VAT Advice

Our expert knowledge of sector-specific VAT compliance issues affecting companies of all sizes means that the often-complicated regulations are one aspect you don’t need to worry about. Whether you need help registering for VAT, handling HMRC investigations or mitigating penalties, we can deal directly with HMRC on your behalf.

We have great expertise in relation to Property VAT which is often not given the full attention it requires being a complex area of VAT that can be costly if proper advice is not taken.

Property Tax

The UK tax rules in relation to residential and commercial property interests can be complex and in recent years have been subject to numerous changes. Our property tax experts have a wealth of experience to ensure you are compliant and your tax liabilities are managed effectively.

In addition, we can assist you with navigating the complexities of SDLT, ATED and CGT, and where appropriate maximise reliefs that are available to you, whether that’s in acquiring or selling a property to complex restructuring of your property portfolio.

Inheritance Tax

Putting in place a well-thought-out plan is a priority. Often, IHT planning is met with reluctance due to the perception that it is both awkward and complex. However, why would you not protect the legacy you have created for future generations? Within the Private Client team we have experts on hand to guide you through what is a complex area of tax law. Working with you and your family, we will listen to your concerns and what you are trying to achieve. We will build up an understanding of your asset base and your family circumstances to identify ways in which your exposure to UK IHT can be minimised, but at the same time protect your wealth for future generations.

We can also advise on the establishment and the administration of Family Trusts and Family Investment Companies, both of which can be a key part to succession planning and asset protection. IHT planning can involve a range of solutions and quite often needs to be revisited as family and financial circumstances change over time. There is no one size fits all solution here and so creating a bespoke plan that can grow and change with you overtime is key.


When running a business, your focus should be on your business’ objectives and not investing your time in the compliance and practicalities of payroll. By outsourcing and utilising our flexible solutions, we will deliver the feel of a personal in-house payroll whilst benefiting from the cost-effectiveness and core business focus of outsourcing.

We have found LB Group to be a valued partner. From the implementation of Xero and payroll to tax and R&D advice, they have been pro-active, professional and helpful.

The whole team is friendly, knowledgeable and always ready to reply to our queries.

Joe Patrick
Golding Audio Limited

Find what you're looking for

With our range of tax advice and planning services, we can add value to your business and build stronger, more collaborative relationships that last years.