Tax planning
Take the big decisions with confidence.
Know that you’re getting the best tax 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 – high level tax advice on demergers and reconstructions is essential. In the longer term, tax planning can 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, a global pandemic, 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.
Demerging your business
Understand your demerger options. Access high level tax planning advice to make the most of the available tax reliefs and minimise tax exposure.
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?
EMPLOYEE OWNERSHIP TRUSTS
How do you see the future of your business? In the hands of those who helped you build it? Talk to us about an employee ownership trust.
Selling your business
Don’t miss out on your Business Asset Disposal Relief. Talk to us as soon as you are thinking of selling your business.
Family offices
Be confident in your family’s wealth management with coordinated financial, investment and inheritance plans.
Stamp Duty Land Tax
Make sure you know what reliefs are available and don’t overpay your SDLT.
Family or personal investment companies
Protect, preserve and secure your family’s wealth for future generations.
Your tax planning team
Related blogs
Types of company demerger
An overview of the three main types of company demerger – liquidation demerger, capital reduction demerger and statutory demerger.
Business separation demerger
Richard Coombs, tax partner at Bates Weston looks at selling part of a business and considers whether a business separation demerger is the answer.
Cost of Professional Tax Advice on Demerger
Richard Coombs, Tax Partner at Bates Weston looks at why separating businesses or assets through a demerger is worth the cost of professional tax advice.
Museums and Galleries Exhibition Tax Relief claims
Sean Douglass, Audit Partner at Bates Weston considers Museums and Galleries Exhibition Tax Relief (MGETR) claims – who can claim it, what can be claimed for and what it is worth.
Cost of professional tax advice
HMRC seems to confirm that the cost of professional tax advice does indeed represent good value for money.
Capital Gains Tax and family succession
Craig Simpson, Tax Partner at Bates Weston considers the threat of Capital Gains Tax increases and the impact on family succession timing.
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