Personal tax consultancy

One of our key objectives is to optimise our clients’ tax position, so that they may arrange their tax affairs so as to pay the least amount of tax, taking advantage of all the reliefs allowed by tax laws, both in the UK and other countries. We can provide this service by consultation or by written recommendation.

Tax planning is always tailored to the individual circumstances of the individual. Here are some of the areas in which we have given clients advice so as to reduce their overall tax burden:

  • Business incorporation including advice on share structure
  • Profit extraction strategies from owner managed private companies
  • Capital gains tax planning – disposal of shares, second homes and other chargeable assets
  • Inheritance tax and estate planning
  • International issues such as tax residence and withholding taxes.

For new personal tax clients, we offer a personal tax health check. We also automatically give any relevant advice when preparing personal tax returns, and other advice when requested.