Specialist accountancy and tax advice including estate planning for:

  • High net worth individuals
  • Property portfolio investors – identifying most tax efficient business structure in which to own the properties
  • Owner-managed businesses – maximising profit extraction in a tax efficient manner
  • UK companies
  • UK branches of overseas groups of companies
  • UK subsidiaries
  • Charities
  • Trusts
  • Individuals

Corporate:

  • Company accounts – full accounts prepared for the members and abridged or filleted accounts for filing at Companies House, taking advantage of any available filing disclosures
  • Corporation tax – including making all relevant elections and claims available
  • P11Ds – including s336 claims for expenses and planning tax efficient remuneration packages with salary sacrifice schemes etc,
  • VAT returns
  • Payroll
  • Company secretarial services
  • Group structure planning
  • ATED
  • Audits – voluntary audits and statutory audits in accordance with the Companies Act 2006

Personal:

  • Self-assessment Income Tax for Individuals and Partnerships,
  • Capital Gains Tax
  • Inheritance Tax Planning – Tax-efficient will planning, working in conjunction with your solicitor and financial advisor to ensure family asset protection

Trusts and Charities:

  • Audits – voluntary audits and statutory audits in accordance with the Companies Act 2006, Charities Act 2011 and Charities SORP (FRS102)
  • Independent examinations
  • Accounts
  • Self-assessment
  • Vulnerable beneficiary elections