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.
Your tax planning team
Government review of R& D tax relief indicates that the relief does promote R & D spending but that 51% of companies have never heard of it. Richard Coombs takes a look at the findings.
Craig Simpson , Tax partner at Bates Weston, looks at the recommendations made by the OTS’ first report on the Capital Gains Tax review requested by the Chancellor.
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.
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.
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.
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.
Get in touch
Let’s get things moving. Talk to us today.