UK tax planning

There are two things in life everybody has to face at some point: death and taxes. We can't do much about the former but our savvy team of experts can help keep your tax burden to a minimum.

How can we help?

We're skilled at providing last minute action for our clients which can and does save tax, but the key to holding on to as much of your money as possible is shrewd advance planning – and that's where our tax specialists really come into their own.

We come up with practical ways of using the basic reliefs and exemptions and devise complex structures to make significant reductions, particularly to capital taxes.

We provide all the legal and accountancy advice you need from within the firm. Our associated financial services company, Thesis Asset Management - one of the UK's largest firms of independent investment advisors with an enviable track record of optimising clients' financial affairs can provide you with investment and insurance advice.

Our UK Tax planning services

• Inheritance tax & estate planning - ensuring the most tax-efficient methods of passing property and advising on the tax consequences of wills, trusts or lifetime gifts
• Trusts – advice on all elements of trusts and how they can be used in tax planning to your benefit. We help set them up, administer them and terminate them if need be
• Executries – reducing liabilities through devices like deeds of variation and efficient timing of distribution
• Income tax planning – keeping you updated on all the changes to the tax rules and helping you organise your affairs to your best advantage
• Capital gains tax planning – planning for and taking steps to minimise its impact
• Marriage breakdown – running through with you the opportunities to improve your tax situation on divorce and helping you avoid the possible tax pitfalls
• Property tax - whether it's your main abode, a second home or rented property, we'll guide you through the tax planning process to help you keep more of your money in your pocket