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TaxationHere to provide tailored tax advice and support to ensure that you minimise your liabilities.

As tax accountants and advisors, we understand that managing taxes can be complex and time-consuming, but it's an essential part of running a successful business and securing your personal wealth. Whether you're a business owner, contractor, or individual, our expert team is here to provide tailored tax advice and support to ensure that you minimise your liabilities and remain compliant with all tax regulations.

Here’s how we can help with your tax needs:

  • Self-Assessment (SA) Tax Returns
  • Corporation Tax (CT)
  • Capital Gains Tax (CGT)
  • Inheritance Tax (IHT) Planning
  • Tax Planning
  • Estate Planning
  • HMRC Investigation and Enquiries
  • Tax Protection

Our mission is to take the stress out of tax and provide you with clear, actionable advice. We work closely with you to identify tax-saving opportunities, ensure compliance with current tax laws, and give you the peace of mind that comes with knowing your tax affairs are in good hands. Let us help you navigate the world of taxation, so you can focus on what truly matters—growing your business or enjoying your wealth.

  • Self-Assessment (SA) Tax Returns: We have the expertise and tools to eliminate the stress of form-filling and compliance when it comes to Self-Assessment. Our team can offer practical advice on your personal tax situation, handle the preparation of your tax returns, calculate your tax liabilities, and guide you on the best time to make payments and the exact amount to pay. We’ll ensure everything is done accurately and on time, so you can stay focused on what matters most.

  • Corporation Tax (CT): Under Corporation Tax Self Assessment (CTSA), business owners hold the legal responsibility for accurately calculating their corporation tax liability. We understand the challenges faced by owner-managed businesses and offer timely and efficient tax return preparation. From calculating your tax liabilities to filing your returns, we ensure your company stays compliant with its tax obligations.

    With increased reporting requirements, stricter tax authority investigations, and tougher penalties for non-compliance, managing tax administration can take up valuable time and resources. We help minimize corporate tax exposure and reduce the burden of compliance with current tax laws. Additionally, we provide guidance on tax-efficient structures and assist in optimising your business expenses, helping you lower your tax liabilities and reinvest in your growth.

  • Capital Gains Tax (CGT): If you're selling assets such as property, shares, or a business, you may be subject to capital gains tax. We help you understand your CGT position, calculate the potential tax liability, and explore ways to mitigate it. Whether it's through tax reliefs such as BADR, or planning strategies, our goal is to ensure that you pay the least amount of tax possible when disposing of assets.
  • Inheritance Tax (IHT) Planning: Inheritance tax can be a significant concern for individuals looking to pass on wealth to the next generation. Our team provides expert advice on IHT planning to help reduce the impact of this tax on your estate.
  • Tax Planning: Effective tax planning is key to ensuring you make the most of your income, wealth, and business. Our specialist tax team can provide you with year-round advice on all aspects of personal taxation.
  • Estate planning: Few of us like to think about dying; however, the relevant legislation requires us to plan well in advance. This means making the necessary provisions now. There are many tax opportunities available, and the earlier arrangements are made, the greater the chance of taking full advantage of our complicated tax system.

    It is important when planning to transfer an estate that adequate provision is made and getting the right balance requires considerable skill and foresight – along with a detailed knowledge of the current tax regime. We provide a discreet comprehensive estate planning service that includes:
    • making full use of exemptions and lower tax rates on lifetime transfers
    • optimising lifetime transfers between family members
    • transferring agricultural or business property
  • VAT: Ever changing regulations and the growing demands of HMRC mean VAT compliance can be a difficult administrative process. We can help to ensure that you comply with the regulations and that overpayments are not made. To help you manage this complex area, we provide an efficient, cost-effective VAT service, which includes:
    • assistance with VAT registration
    • advice on VAT planning and administration
    • use of the most appropriate scheme
    • VAT control and reconciliation
    • help with completing VAT returns
    • planning to minimise future problems with HMRC
    • negotiating with HMRC in disputes and representing you at VAT tribunals if necessary.
  • HMRC Investigations and Enquiries: Being the subject of a tax investigation or enquiry by HMRC can be a stressful and worrying experience. We have a wealth of experience in dealing with HMRC investigations, whether they are enquiries into an individual’s Tax Return, more detailed enquiries into a company’s affairs or employer-related investigations into PAYE and P11d compliance. If you are the subject of an investigation, we can provide expert help and support.
  • Tax protection: With the increased risk of such investigations it may be worth considering taking out our annual insurance policy to protect you and your business from unexpected costs; an investigation will undoubtedly result in additional accountancy work being undertaken. The amount of work will depend upon the complexity of the case, but the cost could be substantial.

Require more information?

If you would like more information or would like to speak to us direct then call us on 01291 624866. Or if you would prefer, ask us a question online.

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