Tax planning
Take the big decisions with confidence.
Know that you’re getting the best advice from people who really understand you and your business.
Our approach is straightforward. We get to know and understand you. Your personal goals, now and in retirement. Your family’s goals. Your business plans. We know major decisions have far reaching impacts. And we know tax.
Our specialist high level tax planning team work with business owners and their families. Our insight lets us fit your plans together, drawing on a wealth of knowledge and experience to provide integrated tax efficient solutions.
Whatever stage your business has reached, tax planning has a part to play,
New businesses need the right trading entity, ownership structure, investment plans and pay structure. Growing businesses can use tax planning to attract and retain the right people, fund innovation and expansion. And if your business is mature, you will need to consider your exit and succession plans. In the longer term, you will plan to protect and secure your wealth for yourself, your dependents and successors.
And if, despite all the planning, something unexpected happens? Whatever life throws at you, divorce, family disputes, share owner conflicts, we can help.
Business Investment Reliefs
Know which tax reliefs are available for business investments and plan ahead before you invest.
Inheritance Tax
Minimise your liability to inheritance tax. Don’t put it off any longer.
Employee benefit trusts
If you still have one of these, it is important that you get in touch with us, right away.
R&D Tax Credits
Fund innovation in your business. Make sure you claim tax relief on qualifying R & D costs.
Employee Share Incentivisation
Motivate key members of your team, tax efficiently.
Reorganisations & Restructures
Is the structure of your business fit for purpose? Does it minimise risk and protect your assets?
Family offices
Be confident in your family’s wealth management with coordinated financial, investment and inheritance plans.
Selling your business
Don’t miss out on your Entrepreneurs’ Relief. Talk to us as soon as you are thinking of selling your business.
Family or personal investment companies
Protect, preserve and secure your family’s wealth for future generations.
Stamp Duty Land Tax
Make sure you know what reliefs are available and don’t overpay your SDLT.
Your tax planning team
Related blogs
Merger, Demerger and Reorganisation
In the third in our series of company tax planning articles, Cassandra Graham, Senior Tax Manager at Bates Weston looks at the use of merger, demerger and reorganisation as a tax planning tool.
Amendments to the Finance Bill 2020
Amendments to the Finance Bill include treating coronavirus payments as taxable income, not disadvantaging those who came out of retirement or usually work abroad to help in the pandemic, treating Covid-19 as an exceptional circumstance for higher rate SDLT reclaims and encouraging Future Fund investors.
Company tax planning and business structure
Company tax planning is vital when choosing a business structure. Cassandra Graham, looks at the options as part of our 8 part company tax planning survival guide.
How can company tax planning help with cash flow?
Company tax planning can be useful to recover cash from HMRC or to reduce the amount of tax you are expected to pay – both valuable outcomes in managing your cash flow position.
Bates Weston Company Tax Planning Guide
Our tax team have prepared a Bates Weston Company Tax Planning Guide to help you and your business get through the Covid-19 crisis and emerge, ready to respond to the challenges ahead.
Reclaim higher rate Stamp Duty Land Tax (SDLT)
Planning to reclaim higher rate SDLT paid on your new home because you sold your old one within three years, but Covid-19 delayed your sale? Government announcement could help.
Get in touch
Let’s get things moving. Talk to us today.
