AREAS WE ADVISE ON
Where careful planning can help
Director remuneration, including the balance between salary, dividends and pension contributions.
Capital Gains Tax planning for the sale or transfer of property, shares and other assets.
Business structure decisions, including incorporation, restructuring and adding shareholders.
Inheritance Tax and succession planning, including lifetime gifts, estates and business interests.
Research and Development tax relief, including an initial eligibility review and support with qualifying claims.
Cash-flow forecasting and setting aside funds for future tax liabilities.
Capital expenditure decisions and the tax allowances that may be available.
Profit extraction and the timing of drawings and distributions across tax years.
OUR APPROACH
Careful, evidenced, and explained
We do not promote schemes or quote headline savings figures. Planning is based on your own numbers, current legislation and your plans for the business. Where an option has a downside cash flow, complexity, or risk we say so.
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You receive the reasoning in writing, so any decision can be made calmly and revisited later. Where a matter falls outside our remit, such as regulated investment or mortgage advice, we will tell you and suggest the right kind of specialist.
FAQS