PROFESSIONAL TAX ADVICE AND ACCOUNTING IN THE NEW FOREST AND LONDON
We can review your tax affairs and advise you on maximising available tax reliefs and any opportunities to rearrange your tax affairs to ensure your tax bill is the legal minimum.
We assist:
self-employed individuals, private clients, company directors, investors, entrepreneurs and family businesses.
We can file your tax return and deal with HMRC on your behalf.
If you think you need to file a tax return or have been sent a notification from HMRC, speak to us first to understand if you have an obligation to report anything to HMRC.
Whether you’re an employee, just starting out in business or you’re an international client with complex tax affairs, we have the expertise to help.
Inheritance tax (IHT) is due on your death if you own any assets with a combined value of more than £325,000 with the excess value subject to IHT at 40%.
We can advise you on ways to protect your wealth from IHT by ensuring your Will is tax efficient for passing wealth to the next generation
We are experts in advising international clients. Whether you are an international individual living in the UK or a UK national leaving the UK, we can help.
Areas of expertise include advising clients on:
We can help landlords and property investors to ensure they pay the right amount of tax.
Whether you have one property owned by your or a property portfolio held in a (UK or non-UK) company we have the expertise to assist.
We can advise on:
Succession planning and inheritance tax advice
Entrepreneurs relief on disposal of your business
UK trusts and trust tax returns
Non-UK trusts for international families
HMRC enquiries can be a lengthy painful process if not dealt with correctly. It is important to understand what rights to information HMRC have before responding to their questions.
We have significant experience dealing with HMRC enquiries to ensure they are acting within their powers and to conclude enquiries efficiently, promptly and with minimum stress for you.
Examples of our tax planning work with self-employed individuals includes:
Examples of our work include:
Advising shareholder directors on tax efficient extraction of cash from their business.
Reviewing the level of salary and dividends drawn from the business.
Advising on the pros & cons of receiving benefits such as company cars or personal expenditure.
Implementation and advice on employee share schemes.
Tax planning for an exit to ensure it’s as tax efficient as possible and Business Asset Disposal Relief is obtained.
If you are a serial investor it is important you keep track of your investments and ensure you are making the most of available income tax and CGT reliefs.
We have in-depth experience advising client on making tax-efficient investments e.g. EIS and VCT qualifying schemes
As your HMRC agent we can deal with HMRC on your behalf on all matters. Should you be selected for a HMRC tax investigation we have an exceptional track record for concluding HMRC enquiries fast and efficiently
HMRC are collecting record amounts of IHT, largely due to the Government failing to keep the tax free amount in line with rising property prices.
Speak to us without delay so we can help you pass as much of your wealth to the next generation as possible.
