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
Treasury delays Loan Charge report
Government confirms the delay to the report on the review of the controversial Loan Charge until after the General Election.
Extracting capital from a company – GAAR panel opinion
The GAAR advisory panel has released an opinion into a share scheme designed to extract capital from a company in a tax free form.
Selling off or developing your garden?
Know the possible tax traps and pitfalls to consider if you are thinking of selling off or developing in your garden
A game changer for Entrepreneurs’ Relief?
What does the recent Potter First Tier Tribunal case mean for Entrepreneurs’ Relief. Interpretation of trading activities and what is regarded as substantial non trading activity.
Loan Charge review announced by Government
Richard Coombs, Tax Partner at Bates Weston comments on the Government’s announcement to review the loan charge and gives a reminder of the timescales
HMRC take their time with R & D tax credit claims
HMRC taking 90 days instead of 28 to process R & D tax credit claims, but hope to be up to date by the end of September.
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