Tax & Planning

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.

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.

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.

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.

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.

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.