Business and Personal Tax Planning – West London
Business and Personal Tax Planning – West London
Before speaking to us, most new clients are unaware of the substantial tax savings achievable by improving their tax planning.
We’ll take into account both your personal and business tax situation.
You’ll receive comprehensive, tailored tax planning advice – for your specific needs, often as part of our wider wealth management services.
Tax Planning Resouces
- We’re a full-service, mid-sized firm of Chartered Accountants. We have the resources you need to reduce your taxes – and are small enough to care.
- We employ an in-house Chartered Tax Advisor (CTA) qualified by the Chartered Institute of Taxation. (CTA is the UK’s highest tax qualification.)
- Many of our tax staff have previously worked for HMRC, so we also know how to work with them effectively on your behalf.
| Business Tax Planning Services | Personal Tax Planning Services | |
|---|---|---|
| Capital Gains Tax | Capital Gains Tax | |
| Corporation Tax | Inheritance Tax | |
| Capital Allowances | Income Tax Returns | |
| Double Taxation and Double Tax Relief | Trust Funds | |
| ATED (Annual Tax of Enveloped Dwellings) | Double Taxation and Double Tax Relief | |
| Enterprise Investment Scheme (EIS) | Property Taxes | |
| Family Investment Companies | Family Investment Companies | |
| Patent Box. | Non-Domicile, Inheritance Tax and Income Tax | |
| Property Taxes | VAT | |
| R&D Tax Credits | International buyers of UK properties | |
| VAT | ||
| Transfer pricing |
Frequent Tax Planning Issues
Areas in which we frequently assist include:
- Transferring assets to other family members – including business succession planning.
- Transferring properties into company structures.
- Creating a remuneration strategy to minimise total taxes across salary, dividends, pensions and capital gains.
- Buying/selling commercial properties.
- Business start-up issues.
- Resolving historic HMRC issues.
Senior Tax Team
J Stuart Thomson MA ACA FCT ATT MCSI
Group Managing Director
- Chartered Accountant (Institute of Chartered Accountants of Scotland)
- Associate Chartered Accountant (Institute of Chartered Accountants of England and Wales)
- FCT – Fellow of the Association of Corporate Treasurers
- MCSI – Member of the Chartered Institute of Securities and Investments
- ATT – Association of Tax Technicians
Karen Stone FCCA
Senior Enquiries Lead – Accountancy and Tax Advisory Services
- Fellow of the Chartered Institute of Certified Accountants (FCCA)
- Member Association of Accounting Technicians (MAAT)
- Advises owner-managed businesses, personal tax and trust clients.
- Works with our tax and accounts departments in an advisory role.
Ian Dodge ATT
Senior Tax Manager
- Association of Taxation Technicians (ATT)
- Certified in Probate and Estate Administration
- Ian leads our tax advice services.
- Over 20 years of experience, he previously worked for HMRC.
- Provides technical tax support for tax barristers.
Peter Briant CTA
Tax Manager
- Chartered Tax Advisor with 20 years experience.
- HM Revenue and Customs (HMRC) Inspector of Taxes.
- Has worked in tax strategy, tax investigations, large business, public sector, personal tax and corporation tax.
- Represented HMRC in discussions with foreign fiscal tax authorities.
Next Step
Contact us today to improve your tax planning – and take a weight off your shoulders. You’ll be pleased you did.