Wolvercote

I really appreciate all your hard work. You are very efficient and prompt and it is much appreciated

Carmen Mangion, History Workshop Journal

Individual Tax Consultancy

No-one wants to pay more tax than is necessary.

Here are just some of the ways in which we can help you save money and time:

Capital Gains Tax planning 

  how to make the most of the Principal Private Residence relief

  making full use of Capital Gains reliefs on transfers and disposals of businesses including the use of entrepreneurs’ relief

  how to shelter gains on other assets 

  overseas planning for non-UK resident and non-UK domiciled individuals 

Inheritance Tax planning 

  passing on assets while minimising Inheritance Tax — and capital gains tax

  advice on Wills and Inheritance Tax structuring 

  making full use of business and agricultural property reliefs

  enabling you to retain income whilst giving away assets 

  reorganising family finances to reduce taxes 

Investment property 

  structuring the financing of property purchases 

  planning the Capital Gains on disposal

  using available reliefs – private residence, annual exemptions, rent-a-room, mortgage interest 

    Stamp Duty Land Tax 

  recovering VAT where appropriate 

Income Tax planning 

  efficient profit extraction 

  pension planning 

  tax efficient investment planning in conjunction with Critchleys Financial Planning 

  entering and leaving the UK 

Remuneration planning 

  helping employees structure their remuneration packages tax-efficiently 

  share incentive planning 

  retirement planning 

  use of employee trusts and pension planning vehicles

Tax-efficient investments 

  making full use of the Income, Capital Gains and Inheritance Tax advantages offered by some investments

Trust planning

  to save tax whilst retaining control of assets

  offshore planning where appropriate

  use of trusts in tax planning for marriage, divorce, retirement and other major events in life

 

Contact us on 01865 261100

Individual tax planning - what we do
No-one wants to pay more tax than is necessary.
Here are just some of the ways in which we can help you save money and time:
Capital Gains Tax planning 
o how to make the most of the principal Private Residence exemption
o making full use of Capital Gains reliefs on transfers and disposals of businesses 
o how to shelter gains on other assets 
o overseas planning for foreign resident and domiciled individuals 
Inheritance Tax planning 
o passing on assets while minimising Inheritance Tax — and capital gains tax
o advice on wills and Inheritance Tax structuring 
o making full use of business and agricultured property reliefs
o enabling you to retain income whilst giving away assets 
reorganising family finances to reduce taxes 
investment property 
o structuring the financing of property purchases 
o planning the Capital Gains on disposal
o using available reliefs – private residence, annual exemptions, rent-a-room, mortgage interest 
o Stamp Duty Land Tax 
o recovering VAT where appropriate 
Income Tax planning 
o efficient profit extraction 
o pension planning 
o tax efficient investment planning in conjunction with Critchleys Financial Planning 
o entering and leaving the UK 
remuneration planning 
o helping employees structure their remuneration packages tax-efficiently 
o share incentive planning 
o retirement planning 
o use of employee trusts 
tax-efficient investments 
o Making full use of the Income, Capital Gains and Inheritance Tax advantages offered by some investments
Trust planning
To save tax whilst retaining control of assets
Offshore planning where appropriate
Use of trusts in tax planning for marriage, divorce, retirement and other major events in life