Services Provided
We offer our clients; whether personally or acting in the capacity of a trustee or executor, advice and assistance in an abundance of services from tax compliance, mitigation, strategic planning, preservation of wealth and passing capital on to those closest to them.
Tax Compliance
Tax legislation is constantly subject to change, it’s easy to lose track of your obligations. We specialise in a range of fields and can prepare and file tax returns, advise on tax payment deadlines and annually review our clients tax affairs.
Tax Investigation & Dispute Resolution
We are able to deliver a wide range of tax investigation-related services. We can prepare disclosure reports, deal with enquiries, provide advice on tax-related challenges and negotiate any penalties that our clients may incur. We can also provide our expertise at tribunal.
Fee Protection Insurance
We offer our clients the option of fee protection insurance (covered through your business if applicable), saving you from the unexpected costs of HMRC investigations. Having fee protection in place gives reassurance that our fees from dealing with an enquiry will be covered.
Capital Gains Tax
Our clients will receive advice in advance of transactions such as structuring disposal of property, business interests or other chargeable assets/investments in order to mitigate tax liabilities, when possible.
Estate & Inheritance Tax
After a lifetime of hard work, our clients primary concern will be the disbursement of their wealth. We provide expert estate and inheritance tax planning services to help pass assets onto beneficiaries in the most tax-efficient manner.
Family Office
Our family office advisors have extensive experience and knowledge in growing and protecting our clients legacy. Constructing a family office will protect the portfolio of assets, activities, tax and personal information. It will also form a clear management structure, potentially creating higher returns, and improving risk management.
Trusts
We provide settlers, trustees and beneficiaries with a comprehensive trust planning service. We always advise our clients of the benefits of using trust planning agreements to make tax efficient decisions about their future.
Crypto Assets
HMRC are setting out new legislations with regards to the ownership, sale, purchase and trading of digital assets. Our experienced crypto advisory team are available to guide our clients through the complex world of crypto accounting, ensuring a tax- efficient and compliant structure.
Tax Efficient Investments
SEIS/EIS/VCT investments bring various tax benefits for individual investors into these schemes. We can assist with devising our clients investment strategy and provide integrated tax and financial advice. We can locate and negotiate with target companies that are deemed a good financial and cultural fit for our clients advice. We can locate and negotiate with target companies that are deemed a good financial and cultural fit for our clients.