Specialist Tax Planning Areas

We have over 30 years experience of providing tax planning solutions in complex areas.

For a free, no obligation review of any specialist tax planning issue, contact us today!

We will meet with you to review the issue and fully identify all the issues and circumstances of your tax issue. We will discuss your objectives and agree priorities with you.

We can then suggest an appropriate strategy for your particular circumstances to achieve your objectives. In many cases this the solution is obvious from the initial meeting, but in more complex cases we may have to look at matters more closely and report back later.

There is no cost for  the initial meeting/initial review. Having ascertained all the facts and understood your objectives, we will then offer a quote for our fees for delivery of the tax strategy and can quantify any tax savings so you can see the costs and benefits clearly before you make a decision.

Areas we can commonly assist in appropriate tax planning are :-

	Wealth protection strategies
	Planning for nursing home and retirement home fees - preserving wealth
	Asset protection strategies for individuals, families, businesses
	Retirement planning
	Pension draw down/alternative pension arrangements
	Remuneration planning for owner businesses
	Planning where main asset is your home
	Lifetime mortgages, capital raisers, equity release - better alternatives
	Property portfolios - planning for property owners
	SDLT planning
	High net worth individuals

What have you to lose except your tax bill?

For your FREE INITIAL CONSULTATION click here

For additional information, contact us today!

Remember, we are experienced tax advisers. We have access to specialist tax solutions which many small advisers do not. We use our experience to design a solution to provide the desired benefits to you and your family, while preserving as much of the family wealth as possible

We do not set out with a fixed solution in mind - we pride ourselves on our ability to really listen to our clients and find the solution which meets all of their needs, asking questions to identify fully the parameters of the planning issue and fully understand what they really want to achieve.

	What are the client's objectives/desired outcomes? Have we identified all relevant issues? Consider all tax and non-tax issues relevant to the case. Do any other issues arise as a result of our discussions?
	How can we best balance tax priorities with non-tax priorities? Will a solution which saves tax have non-tax consequences?
	Are there other ways the desired benefits and outcomes can be achieved? Sometimes a stated objective is looking for particular benefits or outcomes which sometimes the desired solution does not deliver or which can better be achieved in a different way.
	What are the costs and benefits of each solution? Saving more tax is irrelevant if the costs of the solution reduce or negate the benefits.
	Which solution is best in the current situation, having regard to all of the above?
	Agreement and Implementation