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Income tax planning

A review of an individual or family’s tax affairs will include looking at areas where income tax can be mitigated or deferred.  By working with our clients and involving them in each stage of our review we are able to plan effective solutions which take into account not only the tax savings, but match their lifestyle and commercial objectives. 

What we can offer our clients

  • Family Asset Summary - a useful tool for reviewing the distribution of family wealth and identifying areas of potential tax savings 
  • provision of timely and detailed responses to tax legislation changes thereby constantly stimulating our clients with new development and services
  • advise on tax efficient investments which are appropriate to our clients' requirements.  This may include advising on contributions into pension funds.  We work closely with our personal financial planning department which is able to review the schemes available and recommend those most suited to each individual
  • advise on taxation and administration of estates and trusts
  • advise on investments in Enterprise Investment Schemes (EIS), Enterprise Zones and Venture Capital Trusts (VCT).  Our Tax Efficient Solutions team is a leading originator, promoter and manager of tax mitigation products.  This may also involve assisting individuals in making investments into family companies and we work with our Corporate Tax department to ensure that the corporate structure chosen works for the private investor

International tax advice

Clients with overseas interests often require specific advice in order to ensure that their tax affairs are effectively structured.  They include individuals arriving in or leaving the UK.  The services we offer range from advice to non-domiciliaries in structuring their finances to the specific implications of an overseas transaction. By using the expertise of our associates at Nexia International we are also able to advise on overseas tax implications.

FAQs 

If you would like to find out more about how you can get income tax relief on your pension contributions and Gift Aid payments or if there are any tax savings on transferring assets to your spouse or civil partner, visit our FAQs on the right hand side of the page.

Contact us 

For further information about our services, or if you would like one of our professionals to contact you, please contact:

email: Angela Kellock
tel: 01483 407 121