Tax & Trust planning

Our consultants offer sophisticated tax strategies that would normally only be available to high performing companies and individuals.  Our approach to tax planning focuses on statutory reliefs and double taxation treaties, supported by robust opinions from leading tax Counsel. Hence our dedicated independent tax consultants have the ability to diagnose your tax affairs and provide strategies and solutions tailored to meet your needs.

 

Our experience has enabled us to create a number of effective tax solutions and planning techniques.  Nevertheless, we pride ourselves on being independent, therefore can direct you to an appropriate solution, which complements the service being provided by your accountant.

 

Our services include:

  • Comprehensive and independent review of your current tax planning – for both your personal and business structures.
  • Trust & Estate Planning – for individuals looking to ensure their estate is protected from unforeseen circumstances and that assets are passed to loved ones in a tax efficient manner
  • Incorporation Planning – for landlords looking to transfer their property portfolio into a company
  • Capital Allowances – for commercial property owners, who may be eligible to tax reliefs on integral features
  • Offshore Planning – for both resident and non-resident individuals, seeking clarification on the ever changing tax landscape

 

Our consultants include members of The Chartered Institute of Taxation, The Association of Taxation Technicians and The Society of Trusts and Estate Practitioners.  They have also worked at leading accountancy firms and have held posts at H.M. Revenue and Customs