Tax & payroll
Tax, IHT and CGT planning
A tax return records what already happened. Planning is the work beforehand — how a disposal, a gift, a shareholding or an estate is structured so the liability is the one the law actually requires, not the one that arrives by default.
Enquire about Tax planningWhat we do
- Capital gains tax planning on shares, property, business assets and the annual exemption
- Business Asset Disposal Relief and holdover / rollover where the conditions are met
- Inheritance tax: nil-rate band, residence nil-rate band, potentially exempt transfers and trusts
- Lifetime gifts, business property relief and agricultural property relief reviews
- Extraction planning — salary, dividend, pension contribution and director loan — before year end
- A written note of the options, the tax, and the filing dates, before you act
In the same desk
Payroll
PAYE, RTI, auto-enrolment and year-end forms, run to HMRC’s timetable.
VAT
Making Tax Digital VAT returns, schemes, registration and HMRC queries.
P11D benefits in kind
Company cars, medical cover, loans and other benefits reported correctly.
Company tax return
CT600, corporation tax computations, reliefs and payment planning.
Personal tax return
Self Assessment for directors, landlords, sole traders and partners.
Group structure planning
Holding companies, subsidiaries and reconstructions planned before you incorporate them.
Financial advice
Numbers for decisions: remuneration, cash, pensions as tax, and how the business is funded.