Tax Advice and Planning

“If you have the choice between enjoying the weather and doing your tax return it’s not a hard choice”

Eric Tyson Personal Tax Expert

Personal Tax Assessment Advice

We can take the headache out of self-assessment form filling; we can prepare your personal tax self-assessment and submit it online.

It is very important to get excellent personal tax advice to ensure that the tax you pay is kept to a minimum. More and more emphasis is being put on taxpayers’ individual responsibilities and anyone who is subject to paying tax needs professional advice if they are to optimise their tax position and ensure they meet compliance requirements.

We have a uniquely personal approach to meeting our clients’ tax needs. Many individuals pay too much tax; we offer professional tax advice and planning to make sure our clients do not pay a penny more than they have to.

We can help you plan ahead to reduce both current and potential liabilities. We ensure that all available reliefs, exemptions and allowances are claimed. We take time to understand your circumstances and future plans so that we can tailor our advice to suit your needs.

Our personal tax services in Milton Keynes include preparation & submission of self-assessment tax returns, inheritance tax planning and tax services for trusts & estates, family business & succession planning and capital gains tax planning. It is very important to get professional advice for personal tax affairs to ensure that tax is kept to a minimum.

Corporate & Partnership Tax Planning

Tax planning is one of the most effective ways to add value to a business and contribute to its success. We aim to minimise tax liabilities for all our clients, combining business and commercial expertise with technical knowledge to provide innovative advice on tax planning to help clients make significant savings.

This stretches from advising on the most appropriate structure for your business; limited company, partnership or LLP, right through to retirement and exit planning.

By understanding our clients’ goals, we can help them plan in a tax efficient manner and make the most of available tax reliefs without losing sight of their commercial objectives.

Rest assured, the paperwork and the deadlines are all kept up-to-date and in control. We ensure compliance with all legal and statutory obligations. The rules appear complex and irrational at times and are always changing but we will take care of everything. We prepare computations, submit tax returns and deal with any HMRC queries or issues.

We offer technical advice in the corporate tax areas of buying and selling businesses, management buyouts, extraction of wealth, succession planning, raising finance, capital allowance reviews and remuneration and share schemes.

Property Tax

Property tax is complex. We can help with tax reduction strategies, capital gains considerations, stamp duty planning, mortgage structures and inheritance tax.

Tax Disputes & Investigations

Tax isn’t always black and white

Inevitably from time to time, there will be disagreement between the taxpayer and HMRC. Where this is the case we have the specialist tax knowledge to argue your case in the strongest possible terms.

Unfortunately, you may well come under enquiry by HMRC through no fault of your own or of your accountant. HMRC now investigates businesses at random as well as for specific reasons. A full investigation can be daunting, disruptive and expensive.

We have the time, expertise and flexibility to assist you in answering HMRC’s questions and demonstrate that you are paying the correct amount of tax.

Our tax fee protection insurance protects against the costs we incur in dealing with a tax enquiry on your behalf.