We are different in the way we work because we approach business in a unique way. Whilst we may be approached with reference to a specific tax based solution we can also take into account our clients’ overall financial position such that we understand the bigger picture. This is extremely important because our financial services, wealth management and accountancy divisions can add extra value. Ultimately we see a significant amount of our clients who we support within this tax planning sector employ our services in other important areas of their personal and business lives.

We aim to develop strategic partnerships with our clients to ensure effective specialist tax advice is used to manage overall financial exposure. We also assist clients in dealing with HM Revenue & Customs (HMRC) enquiries, investigations and settlement negotiations where complex issues are in question. Our holistic approach to wealth and tax makes us unique and best placed to bring maximum value to our clients in this sector.

We have a suite of niche tax services which have been designed for senior and executive level personnel.

For Dividends and Bonuses

We can support the tax free extraction of distributable reserves from companies where the payment of a dividend is contemplated. We will look at the payment of bonuses in a tax efficient manner for Directors or employees of UK trading or investment companies. Assets can be transferred into a structure by the employing company free from Capital Gains Tax (CGT) and Inheritance Tax (IHT).

For Dentists

We are providing new opportunities to dentist sole traders or partnerships helping them to acquire an interest in the research and development of a new filling composite. Due to the structure of the funding this can lead to an expense for cash contributed in excess of the cash invested. Due to the nature of the opportunity this is strictly available to dental practitioners only, who are paying tax at the higher rate.

For Non-Doms and Residents

We can deploy tax efficient and flexible access to benefits from UK registered pension schemes. Non UK domiciled or resident individuals with unsecured pension rights can take maximum gain from this. Opportunities for UK residents who are unlikely to have requirements for pension benefits can avoid an 82% tax charge on death whilst preserving pension funds for family members.

For High Earners

Supporting the use of gilts to achieve tax deferral of up to 21 months on company bonuses for Directors or employees of UK trading or investment companies is high level planning. Qualifying investments offer 20% income tax relief, CGT deferral and CGT exempt disposal providing shares are held for more than 3 years. UK resident individuals seeking to invest into higher risk, unquoted trading companies with tax incentives are prime candidates for such planning.

The Introduction of a corporate partner to reduce the overall rate of tax can be put forwards. The rates of tax can be reduced further by additional planning undertaken on behalf of the corporate partner. UK resident partnerships benefit explicitly from this type of planning.

For Inheritance Tax & CGT Mitigation

Through the utilisation of a commercial structure we can mitigate CGT liabilities for UK resident individuals. Single premium life policies result in significant IHT savings and investment return. Investors with restricted life expectancy who wish to reduce the value of their estate for IHT purposes can benefit immensely.

Exclusion of assets from IHT on death through effective trust and estate planning is a common area we support our clients within. Individuals who wish to reduce the value of their estate for IHT purposes can speak with us for premium advice and support in this specialist field.

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