Individual Planning
Our Service to individuals is very much a growth area as a result of the ever-growing tax regime introduced by the current government. Many clients, who have never before considered professional Tax Planning, are for the first time asking their advisors the same question- How do I get round all of this tax? Through careful, dynamic and commercial means we utilise structures that will provide commercial reason or legal precedent to mitigate the liability to tax in the following areas for individuals:
- Income Tax
- Capital Gains Tax
Family Tax Planning
Our Family practise was originally set up to deal with long-term estate protection. A Client approached us with an age-old problem of protecting assets for the benefit of their family. Sometimes this can involve significant landed family estates where a multi generation solution is required. However, this has changed and the team are now also involved, in conjunction with our Wealth Management group, in assisting clients in large luxury purchases in the most tax efficient way. Our family team regularly deals with the following tax areas:
- VAT Inheritance
- Tax Estate
- Preservation