Our Services
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
- Preparation of accounts for periods of administration and submission to HMRC under the Informal Basis
- Completion of self-assessment tax returns for Estates
Establishment, maintenance, compliance and the tax affairs of trusts
- Preparation of accounts and self-assessment tax returns for Trusts
- Completion of forms R185 where required
- 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
- Support for the new requirements under Making Tax Digital for Income Tax
- General tax advice
Advising businesses and corporates
- Advising on the most tax efficient structure for your business; sole trader, partnership, corporate entity
- Preparation of 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