A review of an individual or family’s tax affairs will include looking at areas where income tax can be managed. By working with our clients and involving them in each stage of our review we are able to suggest solutions, which match their lifestyle and commercial objectives and also take into account the tax implications.
What we can offer our clients
Family Asset Summary – a useful tool for reviewing the distribution of family wealth and identifying tax implications that should be considered, provision of timely and detailed responses to tax legislation changes thereby constantly stimulating our clients with new development and services.
Advice on investments which are appropriate to our clients’ requirements while managing the resulting tax liabilities. This may include advising on contributions into pension funds. We work closely with our personal financial planning department which is able to review the investments available and recommend those most suited to each individual.
Advice on taxation and administration of estates and trusts
Advice on investments in Enterprise Investment Schemes (EIS), Enterprise Zones and Venture Capital Trusts (VCT) and other reliefs supported. This may also involve assisting individuals in making investments into family companies and we work with our Corporate Tax department to ensure that the corporate structure chosen works for the private investor.
International tax advice
Clients with overseas interests often require specific advice in order to ensure that their tax affairs are organised properly. They include individuals arriving in or leaving the UK. The services we offer range from advice to non-domiciliaries in structuring their finances to the specific implications of an overseas transaction. By using our expertise we are also able to advise on overseas tax implications.