Tax Compliance, Planning and Advisory

Whether you are a small, medium or large business we will provide you with advice that is tailored to your company to manage your tax risk, minimise your liabilities and ensure you are compliant with corporate tax legislation. We will also prepare your corporation tax return(s) and ensure submission to HMRC well in advance of the filing deadline.

Tax Returns are an opportunity to claim available reliefs and exemptions.

To find out how we can help you with your corporate tax needs please contact a member of our tax team.

You can find out more information about our corporate tax services in our downloadable guide here.

We will invest time to understand your personal circumstances and will provide you with tax advice that is tailored to your individual needs. We will also assist you with your personal tax return, and ensure that you comply with any personal tax deadlines.

We can review your IHT position and we’ll work with you to understand the best solution for your specific circumstances, including:

• Gifting assets to make the most of gift exemptions and the potentially exempt transfer rules
• Transfers between spouses to equalise estates and benefit from the capital gains tax “uplift” at death
• Acquiring IHT effective investments
• Using pensions to pass assets down the generations
• Taking advantage of the residential property nil rate band
• Using Trusts whose assets fall outside the IHT estate

The key to effective estate planning is to act early.

For more information on how we can help you with your personal taxation needs please contact a member of our tax team.

Property Tax is a complex area due to the ever-changing legislation. Effective tax planning can be a challenge and there is not a standard solution. Our team will be able to assist you with the following areas:

• Tax efficient property ownership and financing structures
• Stamp duty land tax
• Recovery of VAT
• Taxation of overseas owners of UK property
• Capital gains tax
• Capital allowances
• Land remediation tax relief

For more information on how we can help you with your property tax needs please contact a member of our tax team.

A business or wider group will grow and evolve over time, often leaving a structure which requires streamlining or rationalising for various reasons. You may want to segregate risk, safeguard assets, hive off specific trading divisions or remove barriers for securing reliefs.

We have a wealth of experience covering the range of reconstruction mechanisms available, such transactions can often be complex and require careful planning.

Our team can guide you through the available options, design the steps, obtain HMRC clearance and assist with the implementation to ensure the most appropriate corporate structure for your business is selected.

For more information on how we can help you please contact a member of our tax team.

Employee share schemes are a great way to retain and attract high calibre people. There are various HMRC approved schemes, the most popular being the Enterprise Management Incentive scheme.

We have experience of advising and supporting businesses in the design and implementation of share schemes. This will also include the valuation of your business, which will either be agreed with HMRC or stand up to scrutiny.

We can also ensure the key filings are made to HMRC following the grant of options, and those yearly filing requirements which maintain the scheme and notify HMRC of any changes.

For more information on how we can help you please contact a member of our tax team.

Does your company develop new products or processes or are you improving existing products or processes?

If the answer to these questions is ‘yes’ then you may be eligible to claim generous Research and Development tax reliefs.

Depending on the size and profitability of your company, the rate of relief will vary. Please see more information in our briefing document, found here.

For more information on how we can help you please contact a member of our tax team.

The SEIS (Seed Enterprise Investment Scheme) and EIS (Enterprise Investment Scheme) are designed to encourage individuals to invest money in shares issued by qualifying companies.

The availability of SEIS/EIS, together with a solid business plan, is a strong draw for investors. We can work with you to determine if the company and investor will meet the stringent conditions. We can then guide your company through both the advance assurance process pre investment and the full application process post investment. The tax incentives for both schemes require HMRC approval from the Small Companies Enterprise Centre.

Please see more information in this article Enterprise Investment Scheme – are you looking to raise investment?

For more information on how we can help you please contact a member of our tax team.

More and more businesses and individuals have a focus overseas. We are a member of DFK International, an association of independent accounting firms and business advisers, who will work with us to provide you with advice on overseas tax matters. For more information please click on the link to DFK International.

For more information on how we can help you with your international tax planning please contact a member of our tax team.

HMRC investigations and tax disputes can be worrying and distressing as well as posing a substantial financial threat. We are here to help you. We have substantial expertise in dealing with HMRC, negotiating settlements and taking advantage of amnesties.

We will ensure your investigation is dealt with professionally from the beginning to secure the best possible outcome for you.

For more information on how we can help you please contact a member of our tax team.

We can advise you on how to structure your operations to minimise VAT risks and guide you through the minefield of legislation.

For more information on how we can help you with your VAT please contact a member of our tax team.