Taxation planning can be cost effective for all taxpayers. It is not only the self-employed who require the services of an accountant.

Our specialist department deals with all aspects of personal taxation. As tax law becomes ever more complex, the need to take specialist advice increases. Whether completing a tax return or taking advice on complicated capital taxation matters we can help.

Income Taxation

• Making use of allowances and lower rate bands for other family members;
• Pension planning;
• The use of tax-exempt savings, for example, ISA's and National Savings products;
• Rental and investment property;
• Trusts;
• High marginal taxation rates.

Employees and Directors

• Tax efficient benefits in kind;
• The choice of company car;
• The choice of a car or salary;
• Minimising National Insurance Contributions.

• Making use of CGT annual allowances and reliefs within the family;
• Timing the disposal of assets for CGT purposes.

Inheritance Taxation

• Practical planning, for example, lifetime gifts out of income, lifetime transfers and estate equalisation;
• Trusts;
• Passing assets on to the next generation;
• Will reviews and variations.