Taxation

As tax advisers, we aim to work closely with you to ensure you pay the minimum tax required by law.

We will help you to understand the tax implications of your actions so that you can plan ahead and conduct your affairs in a tax-efficient way.

Corporation tax services

Under the Corporation Tax Self Assessment (CTSA), business owners are legally responsible for accurately calculating their corporation tax liability. We understand the challenges of owner-managed businesses and can efficiently prepare tax returns on time. Additionally, we will calculate your company's tax liability and help determine any due instalment payments.

Growing reporting obligations, investigation policies by tax authorities, and harsher penalties for non-compliance can take up a lot of your time and resources in tax administration. We can assist in reducing corporate tax exposure and easing the administrative burden of complying with current tax laws. Well-executed corporate tax planning can also significantly enhance your bottom line.

Personal tax services (including sole traders and partnerships)

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

Self Assessment

At our company, we have the knowledge and software to simplify the process of filling out forms and meeting Self Assessment requirements. We can offer you helpful guidance on personal taxes and the potential planning options open to you. In recent years, HMRC has raised the fines for late filing and mistakes. We can handle your tax returns, work out any tax you owe, and provide advice on when and how much to pay.

Personal tax planning

"Everyone subject to taxation needs professional advice and support to optimise their tax position and meet compliance requirements. Our specialist tax team can provide year-round advice on all aspects of personal taxation."

Estate planning

Not everyone enjoys thinking about death, but it's important to plan ahead due to legal requirements. Making necessary arrangements now can provide opportunities to take advantage of tax benefits within our complex tax system. The earlier we make these arrangements, the greater our chance of maximising those benefits.

When planning to transfer an estate, it's crucial to make adequate provisions and strike the right balance, which requires skill, foresight, and detailed knowledge of the current tax regime. We offer a discreet and comprehensive estate planning service that includes: help with planning and reviewing a will

• making full use of exemptions and lower tax rates on lifetime transfers
• optimising lifetime transfers between family members
• transferring agricultural or business property
• transferring assets into atrust
• arranging adequate life assurance to cover potential inheritance tax liabilities.

Trusts

We have expertise in dealing with trusts, which is a tax-efficient way to set aside assets for future beneficiaries outside the inheritance tax net. We can advise you on the most suitable type of trust to fulfill your wishes, assist you in setting up the trust, and provide you with the full range of accounting services required for trust management.

VAT

"Adapting regulations and increasing HMRC requirements make VAT compliance a challenging administrative task. We can assist in ensuring your compliance with the regulations and preventing overpayments. To help you navigate this intricate area, we offer an efficient and cost-effective VAT service, including:"

• assistance with VAT registration
• advice on VAT planning and administration
• use of the most appropriate scheme
• VAT control and reconciliation
• help with completing VAT returns
• planning to minimise future problems with HMRC
• negotiating with HMRC in disputes and representing you at VAT tribunals if necessary.

HMRC Investigations and Enquiries

Dealing with a tax investigation or enquiry from HMRC can be stressful and worrying. We have extensive experience handling HMRC investigations, whether they involve inquiries into an individual's tax return, more thorough investigations into a company's affairs, or employer-related investigations into PAYE and P11d compliance. If you are under investigation, we can offer expert assistance and support.

Tax protection

Considering the heightened risk of such investigations, it may be beneficial to consider purchasing our annual insurance policy. This will safeguard you and your business from unforeseen costs. An investigation will inevitably lead to additional accounting work, the extent of which will depend on the complexity of the case, but the expenses could be significant.