Tax Planning

Personal Tax

A tax planning review during the year to ensure you are aware of any opportunities to minimise your personal tax liabilities.

Reviewing your EIS, SEIS, VCT investments to ensure you are maximising on the tax relief available.

Advising on the tax implications on pension contributions.

Business Tax

A tax planning review during the year to ensure you are aware of any opportunities to minimise your corporation tax liabilities.

We will ensure that you are maximising on your capital allowance, research & development, Land remediation relief and allowable expense claims.

We can assist you with structuring your business in the most tax efficient way for your requirements.

Company Car

We will carry out a planning exercise each time you consider buying a new vehicle.

Including exploring the benefit in kind implications and the most tax efficient way to purchase the vehicle.

Tax Efficient Remuneration

We will advise you on the most tax efficient remuneration package for your needs.

Research & Development Claims

We can assess your innovative projects to check your eligibility to claim under the UK government's incentive scheme for research & development.

We will review your claim to ensure you are maximising on your claim.

Capital Allowances Claims For Commercial Properties

If you have made any changes to a commercial property, purchased or as a tenant, there may be additional allowances available to you.

Incorporation

Incorporating your sole trade or partnership could prove to be a more tax efficient or better structure for you.

Capital Gains Tax

A CGT tax planning review to ensure you are aware of any opportunities to minimise your liabilities.

If you have disposed of UK land/property, we can assist with the reporting requirements.

HMRC Enquiries

We can assist you with your HMRC enquiry, we will act as your agent with HMRC to conclude your enquiry.

Stamp Duty Land Tax

We can work alongside your solicitor or HMRC to advise you on the SDLT payable on your transaction.

We cover all aspects of SOLT including assessing reliefs available such as multiple dwellings relief, uninhabitable, mixed-use claims, 3% higher rate surcharge & non-resident surcharge.

Share Schemes

If you would like to explore incentivising your staff with an employee share scheme such as EMI scheme, we can assist you throughout your journey, from providing advice on the structure of the scheme, advising you and your employees on the tax implications and mechanics of the scheme, through to implementation of the scheme.

Enterprise Investment Scheme /Seed Enterprise Investment Scheme

If your business is looking to raise funds through SEIS/EIS funding, we can assist you with the advanced assurance application and compliance forms for your investors.

Land Remediation Relief

We can assist you with your land remediation relief claim. We can assess the land/property remediation work eligibility for the relief claim and assist with the preparation and submission of your claim to HMRC.

Disclosures

We can assist you with reporting undeclared income or overclaimed a relief or grant. This includes

• If you've been earning money from your hobby which has now turned into a trading business
• Running a business through an online marketplace and not declared your taxable profits to HMRC
• Submitted an inaccurate return
• Dealing with crypto assets and not declared income
• Overclaimed on a Covid grant
• incorrectly claimed or overclaimed on a tax relief claim
• Receiving property income which you haven't declared .

Annual Tax on Enveloped Dwellings

If you have a residential property that falls within the ATED regime, we can assist you with the preparation and submission of your ATED Return.

We will explore all available reliefs to ensure you are paying the right amount of ATED.