As tax advisers, our objective is to work closely with you to ensure
you pay the minimum tax required by law. We will help you to understand
the tax implications of your actions, in order that you can plan ahead
and conduct your affairs in a tax efficient way.
Corporation tax services
Under Corporation Tax Self Assessment (CTSA), the legal
responsibility for correctly calculating the corporation tax liability
falls on business owners. We understand the issues facing owner-managed
businesses and can prepare tax returns in a timely and efficient manner.
We will also calculate your company's tax liability and assist with the
calculation of any quarterly instalment payments.
The increased reporting obligations, investigation policies on the
part of the tax authorities and harsher penalties for non-compliance
mean that your time and resources can be taken up with tax
administration. We will help to minimise corporate tax exposure and
relieve the administrative burden of compliance with current tax
legislation. Effective corporate tax planning can also result in
significant improvements in your bottom line.
Personal Tax (including sole-traders and partnerships)
We are specialists in income tax, capital gains tax and inheritance tax.
Self Assessment We have the expertise and software to take
the headache out of the form filling and compliance aspect of Self
Assessment. We can provide you with practical advice on personal tax
positions and the planning opportunities available to you. We can
complete tax returns, calculate any tax liability and advise you on
exactly when to make payments and how much to pay.
Personal tax planning Today, more and more emphasis is
being put on taxpayers' individual responsibilities and everyone who is
subject to taxation needs professional advice and support if they are to
optimise their tax position and ensure they meet the compliance
requirements. Our specialist tax team can provide you with year-round
advice on all aspects of personal taxation.
Few of us like to think about dying,
however the relevant legislation requires us to plan well in advance.
This means making the necessary provisions now. There are many tax
opportunities available and the earlier arrangements are made, the
greater the chance of taking full advantage of our complicated tax
It is important when planning to transfer an estate that adequate
provision is made and getting the right balance requires considerable
skill and foresight – along with a detailed knowledge of the current tax
regime. We provide a discreet comprehensive estate planning service
- help with planning and reviewing a will;
- making full use of exemptions and lower tax rates on lifetime transfers;
- optimising lifetime transfers between family members;
- transferring agricultural or business property;
- transferring assets into trust; and
- arranging adequate life assurance to cover potential inheritance tax liabilities.
We also have expertise in dealing with trusts; a relatively easy and
very tax efficient way to set aside assets for future beneficiaries
outside the inheritance tax net. We can advise on the most suitable type
of trust to fulfil your wishes, assist in setting up the trust and
provide the full range of accounting services required for trust