Income & Capital Gains Tax Planning

The tax system is becoming more and more complex, with greater emphasis on taxpayers’ individual responsibilities.

As tax specialists with deep technical knowledge, we can provide you with year round tax advice on:

  • Income tax
  • Capital gains tax
  • Inheritance tax
  • Trusts and estates
  • Non-domiciliary tax issues

Bearing this in mind, it is worth considering that every pound of income tax saved means more income at your disposal; every well planned disposal of assets means minimal loss of capital gains; and every inheritance tax saving means greater benefits for your family and friends.

Call us to talk about it on 01254 665 655

Capital Tax Planning

Few of us like to think about dying, but equally, few of us can live with the thought that we could have done more to provide for our loved ones.

Legislation on passing on your estate involves planning well in advance – not least because none of us knows what is around the corner.

In a nutshell, the sooner you make arrangements, the greater your ability to use tax opportunities for the benefit of your friends and family, or causes close to your heart.

It is equally important when planning to transfer your estate that you make proper provision for yourself and your spouse in your later years. Striking this balance calls for considerable skill and foresight – along with detailed knowledge of the tax regime.

Our discreet and sensitive estate planning service includes:

  • Help with drawing up and reviewing your will
  • Making full use of exemptions and lower tax rates on lifetime transfers
  • Optimising lifetime transfers between spouses
  • Transferring agricultural or business property
  • Transferring assets into trust
  • Arranging adequate life assurance to cover potential inheritance tax liabilities

Call us to talk about it on 01254 665655

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If you are looking for a team of reliable, approachable, and proactive accountants who will do more than just respond to your needs but work alongside you to help you succeed you have come to the right place.

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