Personal tax planning

Making the most of tax savings

Everyone’s circumstances, and every family situation is different.

Our experts will provide you with specialist advice and recommendations, tailored to suit your needs, to establish the best fit for you and your family.

Self-employed can benefit from solid tax planning, and company directors can often pay less tax simply by paying themselves less and topping up their wages via dividend payments.

Making use of savings on capital gains tax (CGT) for example, can save you money on the sale or gifts of assets, including any properties you may have.

We’ll work with you to understand your individual situation. We’ll advise and support you, ensuring you take advantage of the tax incentives available, including maximising the use of reliefs and investments, trusts and other structures available.

We can also look at, for example:

• Inheritance Tax planning
• Taxation of landlords
• Tax savings in relation to electric vehicles for company directors
• Use of trusts and tax efficient structures
• Residence and non-domicile taxes
• Expatriate taxation
• Entrepreneur’s relief
• International tax
• Succession/will planning

We have the added advantage of being able to liaise directly with our global connections in relation to complex international tax matters, as part of our membership with Accelerate and close relationships with the other associate firms.

We can advise and guide you on these matters, making sure everything is carried out both professionally and with integrity.

Contact us for more information.