Tax Planning

Tax Planning

We work closely with clients to structure their affairs in the most tax-efficient way.

Our tax planning team have the technical knowledge, experience and ability to deliver a wide range of tax planning solutions for our private clients.

We are continually providing clients with tax planning solutions relevant to their current situation and which can contribute to longer-term personal and wealth creation objectives.

Income Tax and NICs
Proactive advice and structuring clients’ affairs are vital to minimise Income Tax and NIC liabilities.

Our team has a strong reputation for its Income Tax planning. As well as the traditional planning techniques, we have the experience and knowledge to be able to provide further specialist and bespoke advice when:

  • HMRC has issued you with a tax return;
  • You have disposed of an asset
  • You have any source of income which is not taxed at source sufficiently.

In addition, you may wish to complete a self-assessment tax return to claim any tax reliefs or allowances due to you or if you have made losses which can be claimed for current or future use.

We are confident in offering our private clients various tax planning solutions, integrated tax planning, and proactive wealth development and management services.

Capital Gains Tax
Significant Capital Gains Tax savings can be made with proactive advice before a transaction. Using advance structuring or planning the nature and timing of disposals, it may be possible to reduce the capital gains tax payable from 28% to 10% or potentially defer or eliminate this.

Contact us if you are contemplating making any disposal which could crystallize a liability, including any of the following:

  • Shares and Securities
  • Property
  • Offshore assets

Our team have advised on all types of asset disposals, from residential and commercial property to owners of businesses involved in significant corporate transactions.
We will provide Innovative solutions and planning ideas,integration of personal and business Capital Gains Tax planning and post-transaction tax planning options.

Property Tax
Our client portfolio covers the entire property spectrum, so whether you are a commercial or residential property investor, developer, land dealer or simply a trading business which owns the property, we will have a range of tax opportunities to ensure you optimise your tax position. Our bespoke advice covers the full range of taxes that may impact your property ownership, including Income Tax, Corporation Tax, Capital Gains Tax, Capital Allowances, Inheritance Tax, VAT and Stamp Duty Land Tax.

We offer clients:

  • Advice on tax efficient ownership structures.
  • Structuring for tax efficient disposal.
  • An integrated tax planning service for individuals and businesses.
  • Innovative Capital Gains Tax and Inheritance Tax Solutions.
  • Optimising Capital Allowances claims on your existing portfolio or new acquisitions.
  • An accountancy and bookkeeping solution for portfolios.
  • Minimization of VAT leakage.
  • Stamp Duty Land Tax planning.
  • Support and expertise in dealing with HMRC enquiries.

International Tax
We offer clients advice on Residence and Domicile matters and Expatriate Tax related to Income Tax, Capital Gains Tax and Inheritance Tax. Our tax planning team can provide bespoke advice to clients arriving or leaving the U.K..

Tax Efficient Investments
Tax Efficient Investments often form part of an individual’s overall tax planning and wealth management strategy. Our tax planning team has significant experience and knowledge of Tax Efficient Investments. We work alongside advisers at Meer Wealth Management to provide integrated advice on how these may be used as part of a client’s Income Tax, Capital Gains Tax and Inheritance Tax planning.

We offer our clients:

  • An integrated tax and wealth management service.
  • Significant experience and knowledge of this complex area.
  • Comprehensive advice from both a tax and investment perspective.
  • Advice linked to long-term estate planning objectives.

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    UK Tax Planning