We regularly advise our clients upon steps to be taken to make sure they pay the right amount of tax. This can be as simple as making sure they claim what should be claimed or at the other extreme looking at restructuring their affairs. As with all planning we understand that tax is not and should not be the only consideration.
As part of any review we will normally work with our client’s legal advisers to ensure that the appropriate provisions are incorporated in Wills or Trust Deeds. We will also consider if to get best advice whether a Financial Adviser should be part of the process.
We also alert our clients to possible problem areas in relation to capital taxation i.e. Capital Gains Tax and Inheritance Tax as part of a review of their Tax Returns as well as in connection with one-off transactions.
Would you like help and advice on any tax issues?
Contact us straight away by telephoning 01932 564098 or email us using our ‘Contact Us’ page.