Personal Tax Planning

We offer a comprehensive tax planning service, aimed to help individuals and families preserve and enhance their wealth.

Our professional advice and support will enable you to optimise your tax position, whilst meeting all your compliance requirements under self assessment.

From an income tax perspective, the right tax planning advice will ensure that you reap the maximum benefits for the work you have put into your business or your employment. We will review your remuneration arrangements with you and advise on the most efficient methods of extraction based on existing tax law and your own personal needs.

If you do not already operate through a limited company, we would review this area with you, explaining clearly the potential tax savings in going down this road.

We advise regularly on employment status issues, which is always very topical. We can advise on employment contracts, employed or self employed and related issues, offering advice to safeguard your interest.

We offer specialist advice to Clients facing non-domiciliary and residency tax issues. We can explain the current legislation and offer practical guidance in the area.

Capital taxes can hugely affect your personal and family wealth. Our specialist team can limit your exposure to Capital Gains Tax and Inheritance Tax both now and in the future by carefully assessing your circumstances and needs.

We will help you arrange your affairs and wills in the most efficient manner to mitigate these very complicated taxes.

It is clear that H M Revenue & Customs is under increasing pressure to restrict tax planning opportunities; our tax planning will be forward thinking and fully compliant with legislation.

Tax planning can be short term as well as long term; we will work with our Clients at every stage, to better or at least preserve their net asset position.