In our view, personal tax matters require a personal touch and that is why we limit the number of clients to whom we give personal advice. We want to ensure we get to know you and to understand your personal objectives in order that you receive the best advice for your circumstances.

We offer advisory and compliance services only on request and you won’t find us competing for clients with our fellow professionals.

"HMRC will examine all such departures"

We are pleased to offer advice to individuals who are UK resident and domiciled, UK resident but non-domiciled and also to non-residents with business and investment interests in the UK.

Managing reward

The 50% income tax rate in the UK, which we expect to be a short term measure, means that it is ever more important to consider the timing and form of remuneration and dividends from business interests and to consider how savings can be invested for tax efficient returns. Business structures such as limited partnerships are now popular as an alternative to limited companies in circumstances where a family wishes to spread earnings potential among a wider group and perhaps take advantage of allowances and capacity to absorb income at lower rates of tax.

Becoming non-resident

"investment overseas will  require careful structuring"

Prior planning for substantial dividends or exits might include considering leaving the UK, an area in which we have much experience of the practice of HM Revenue & Customs. Key to success in this area is in the level of detail in planning an exit; HMRC will examine all such departures in minute detail before accepting tax is not due here.

Planning offshore investment

Because of tough anti-avoidance rules, any private investment overseas will  require careful structuring to ensure that income and gains of a non-resident company or trust, for example, are not attributed directly to a UK investor with tax becoming payable regardless of whether any of the proceeds are paid to that person.

Our Service

The list of issues where personal tax advice is required is virtually infinite, however the best result in general is obtained when advice is taken at an early stage and therefore we will be pleased to meet with you for a free initial consultation.

For details of our other Tax Advisory services please click here