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

Richard Coombs

Tax Partner

Call: 01332 365855
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Cassandra Graham

Senior Tax Manager

Call: 01332 365855
Email me
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Liz Pepper

Tax Partner

Call: 01332 365855
Email me
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Craig Simpson

Tax Partner

Call: 01332 365855
Email me
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Related blogs

Tax advice from our expanding tax advisory team

Bates Weston Tax welcome Liz Pepper to our growing tax advisory team. Major decisions, especially for owner managers, have far reaching impacts. Our job is to help them take the big decisions with confidence. Recognised by Tolleys’ for our work with OMBs, we offer rounded practical tax advice.

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Business exit planning and tax

Exit date, sale to a third party, MBO, family successor, shareholder buyout – has your business exit planning been affected by Covid-19? As a business owner, your decisions have far reaching consequences for you and your dependents. Take them after exploring your options fully with professional tax advisors.

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Professionally qualified tax advisers

The importance of using professionally qualified tax advisers is recognised by the government and it may become a legal requirement for all advisers giving tax advice on a commercial basis to be a member of a professional body. Rest assured Bates Weston’s tax team are members of the CIOT and ICAEW.

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Keep a watchful eye on trading status

In part 7 of our Tax Planning Guide series, Cassandra Graham, Senior Tax Manager at Bates Weston urges us to keep a watchful eye on trading status, as the tax implications are significant.

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Get in touch

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