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Personal Tax Planning

• Income Tax
• Capital Gains Tax
• Inheritance Tax
• Trusts and estates
• Non-domiciliary tax issues

We like to work with our clients at every stage, helping to plan ahead to avoid unnecessary tax liabilities, and mitigate charges wherever possible.  Our professional advice and support will enable you to optimise your tax position and ensure you meet all the compliance requirements.

We recognise that every pound of income tax you save means more income at your disposal.  By ensuring that your affairs are structured in the best manner possible, for example through transfers to your spouse, or setting up a limited company we may be able to reduce your tax bills.  This type of planning needs to be completed in advance, as too often it is too late to alter the position when the time comes to complete your tax return.  The tax legislation in this area is becoming increasingly complicated as HM Revenue & Customs seek to restrict planning opportunities.  We can help ensure that you optimise your income tax position, whilst complying with your legal responsibilities under the Self Assessment regime.

When disposing of an asset it is also wise to consider the Capital Gains Tax implications in advance.  Sometimes simple changes to the structure or timing of a transaction can give rise to substantial tax savings, leaving more money in your hands.  By gaining an understanding of your specific circumstances we can offer tailored, innovative solutions working with the current legislation to achieve the best possible results.

We are also experienced in Inheritance Tax planning, and planning for existing trusts and estates.  With the benefit of our experience, gained in assisting numerous clients over the years, we can help you to ensure that the maximum amount of your estate will pass to benefit your beneficiaries.  Or we can assist trustees in fulfilling their duty to their beneficiaries by structuring the Trust's transactions in the simplest and most tax efficient manner.

Where transactions are complicated by the interaction of two different taxes, or by non-domiciliary issues, our expert team can offer invaluable advice.  

Where required we can complete a full tax planning report to give clear guidance through the complexities of the interacting legislation and the options available to you.  Tax may not be the only guiding factor in your decision, but we find that this approach enables our clients to make sense of their options and make well-founded choices going forward.