We work closely with our clients, taking a long term view, to ensure that family wealth is passed down through the generations in the most tax effective way but, most importantly, structured to suit you and your family’s unique circumstances.
Estate and inheritance tax planning and compliance
- Preparation of inheritance tax returns and supporting calculations
- Review of wills to ensure the tax efficient transfer of wealth
- Preparation of accounts and self assessment returns for estates.
Establishment, maintenance, compliance and the tax affairs of trusts
- Preparation of tax returns for trusts including self assessment
- Professional trustee services
- Maintenance of the HMRC trust register
- Preparation of inheritance tax returns for relevant events & calculations.
Personal tax planning and compliance
- Preparation of personal tax returns
- Capital gains tax advice and calculations
- General tax advice
Advising businesses and corporates
- Advising on the most tax efficient structure for your business; sole trader, partnership, corporate entity
- Preparation of accounts including company accounts in a statutory format suitable for filing with Companies House
- Preparation of corporation tax returns
- Business development advice including tax efficient remuneration planning and succession planning
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