Personal tax planning

We are specialists in income tax, capital gains tax and inheritance tax.

Whether you are fortunate enough to enjoy substantial wealth or have much more modest assets, you will have one priority in common: you’d prefer not to pay more tax than you have to.

We recognise that many people could benefit from expert advice to identify tax-efficient strategies and solutions to help them make more of their money. Whether you are a high net worth individual, or one of the nine million people who complete a self-assessment income tax return each year, we can offer expert advice on your tax affairs and strategies for minimising your liabilities.

We’ll keep you compliant with the tax authorities, while offering tailored tax planning advice to suit your unique financial circumstances. As well as completing annual personal tax returns on clients’ behalf, we offer expert advice on issues including capital gains tax, inheritance tax and income tax and on the complex non-domiciliary tax regime.

It is also reassuring to know that we have extensive experience in dealing with HM Revenue & Customs (HMRC) enquiries so that if at any stage your tax affairs are subject to an HMRC investigation, you’ll be able to get on with your day-to-day life while we liaise with inspectors. You’ll have the reassurance of knowing that our priority is to bring the investigation to a satisfactory conclusion, including negotiating settlements that minimise claims for tax and penalties.

The administration involved in operating a company is more extensive than it may first appear. Our team has a wide range of commercial and corporate experience and can provide a professional and efficient service in the following areas:

  • Acting as corporate company secretary
  • Electronic company formations for private companies, public companies and LLPs
  • Providing a registered office address
  • Providing directors service addresses
  • Maintenance of statutory registers
  • Preparing and filing annual returns
  • Acting as share registrars
  • Share issues and transfers
  • Servicing board and general meetings including preparation of documents
  • Preparing meeting minutes and resolutions
  • Group reorganisations
  • Re-registration services
  • Updating Articles of Association
  • Providing company seals
  • Acting for overseas companies with a UK Establishment
  • Company searches
  • Changes in share capital including reduction of capital, purchase of own shares and multi share classes
  • Dissolution and administrative restoration services

New companies can be formed within 24 hours. We can take care of complex share structures and provide advice on compliance matters.

We can act as share registrars for AIM listed companies as well as unlisted organisations. Our team can provide standard minutes and resolutions for both day to day and bespoke transactions. Our corporate tax team can provide advice on the tax implications of transactions including stamp duty and VAT.