Tax planning and advisory
Tax planning is at the centre of what we do. We look at your position before decisions are made, not after, so you understand the tax consequences of each option and can choose with confidence. Advice is led by a partner and grounded in your plans for the business and your family.
Ask about tax planningWhat’s included
- Personal and corporate tax planning
- Salary, dividends and pensions for company directors
- Capital gains tax when selling a business, shares or property
- Succession and inheritance tax conversations
- UK residents with overseas income, and non-residents with UK income
- Tax on restructures, investments and exits
Who it suits
Company owners planning ahead, individuals with more complex affairs, and anyone facing a significant decision such as a sale, a move abroad or passing on a business.
What we’ll ask you for
- Your latest accounts and tax returns
- An outline of the decision or change you are considering
- Details of any overseas income, assets or residence
Common questions
General guidance only. We’ll confirm what applies once we understand your circumstances.
When should I think about tax planning?
Before a decision is made. Once a sale has completed or money has been paid out, the options narrow. A short conversation beforehand is usually worth it.
Do you advise on overseas income?
Yes. We advise UK residents with income or assets abroad and non-UK residents with UK income. The rules depend on your residence status and any tax treaty, so we look at your situation specifically.
Have a question about this?
Answer five quick questions and a qualified accountant will reply.