When it comes to tax planning, without reliable and independent professional financial advice, you could end up paying more than you could have. If you can save on your tax bill then there is a great start for you and your family before you even think of any other returns. There are a wide variety of opportunities to legitimately pay less tax. Our advisers can help you with tax planning strategies to suit both your individual and business needs. Our independent financial advisers can recommend the most tax-efficient ways to plan your finances and help ensure you’re making the most of available allowances.

Capital Gains Tax

Capital Gains Tax (CGT) is a tax on the profit when you sell (or ‘dispose of’) something (an ‘asset’) that’s increased in value. It’s the gain you make that’s taxed, not the amount of money you receive. Our service is all about ensuring that you don’t pay more CGT than you need to. The allowances and reliefs that can be claimed change regularly with legislation which means it’s vital to seek professional advice beforehand. Our advisers are able to advise you on the most tax-efficient ways to structure the sale (or disposing of) your asset while making use of the available allowances.

Corporation Tax

Corporation Tax can be the first of many taxes that the owners of a company pay on the profits that they generate. We can help you to plan a tax-efficient approach to every aspect of your business. Corporation Tax can be a substantial liability for a company and it is important to obtain professional financial advice for your business. We work with you to understand your personal and commercial objectives, and these in turn, will drive the strategy for your corporate tax planning.

Dividend Tax

For business owners, there are a broad range of dividend tax rates that affect how much money you can take from your company to keep for yourself. There are a number of ways business owners can make the most of their income and our advisers can help to outline the best scenarios for you.

Income tax

Income Tax planning can make a significant difference to the tax you pay. By planning for Income Tax, you are able to take advantage of opportunities to minimise your tax bill. There are a number of ways to reduce the amount of Income Tax you have to pay and we can help you identify these.