Tax Planning

Traditionally, tax planning is the service clients most like to receive, and the most satisfying for us to deliver. Typical areas where a little prior tax planning can result in minimising your overall tax leakage are:

• Wills and Inheritance Tax,
• Pensions and retirement,
• Capital gains tax elections on second homes,
• Exit route plans,
• Remuneration for the SME owner manager,
• Holding investments in tax efficient 'wrappers',
• Business use of vehicles,
• Trading through the most tax efficient medium,
• Transaction structuring.

Some of these services will be provided in association with our subsidiary business, Whiting & Partners Wealth Management Limited.

The best tax planning advice has to be to pay the correct minimum amount of tax, at the correct time, through the correct mechanism. Instruct our tax specialists, which include ex-Inspectors of Taxes, to act in your best interests and ensure that you could not be structuring your affairs in a more tax efficient manner.

Practical Examples of our Tax Planning Expertise

Incorporating sole traders to take advantage of the corporation tax 0% band. Owning and expensing business premises through a small self administered pension scheme.

Reviewing your personal tax exposure pre 5th April fiscal year end. Company pre year end planning.