Private Client Tax Planning and Compliance

Despite the efforts of consecutive governments, the UK tax system continues to grow increasingly complex and confusing. And self-assessment has only brought more pressure to personal taxpayers. Our Private Client Tax Planning services include:

Preparation of tax returns and assistance with tax enquiries and investigations

We will ensure that you submit the correct tax returns on time, avoiding the strict penalty deadlines, whilst also helping you to deal with your tax enquiries or investigations. These are becoming more frequent as the Inland Revenue increases their powers of enquiry under the self-assessment regime. Our Fee Protection Insurance will offer you important cover, at a low price. Over the years it has proved invaluable to many individuals and businesses.

Offering tax planning and mitigation advice

Private clients often need tax mitigation advice. If this is the case, we’ll assess your goals and objectives and define a suitable tax strategy. For tax mitigation to be successful early planning is essential, and it’s important that we work closely with you so we can understand changes in attitude, objectives and Government tax legislation.

Many of our private clients are wealthy individuals or key employees, but our tax mitigation advice is offered to any taxpayer who’s concerned that they’re paying too much.

Our tax planning covers everyday taxes like income tax and VAT, as well as capital taxes (for example, Capital Gains and Inheritance Tax).

Advising on financial objectives

If you have personal financial objectives for yourself and your family, we’ll need to consider not only tax planning, but also other financial related advice. Working closely with Tayler Bradshaw Financial Services, we’ll deliver advice and supporting strategies in line with your expectations.

We also provide:

  • Reviewing potential Inheritance Tax liabilities.
  • Preparation of VAT returns.
  • Advising on employee share schemes.
  • Advising on employee remuneration packages.

Take a look at our News Desk for various tax articles that may be of interest, or see our Useful Information section.

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