Tel: +44 330 133 4075

Personal and individual tax planning (details)

Review the detail and tell us via form below or to the right.

Change in personal circumstances

  • Becoming seriously ill
  • Having a Child
  • Separation & Divorce
  • Getting Married

International issues

  • Confirming Tax residence and Domicile
  • Coming to the UK
  • Moving Overseas

Transferring wealth

  • Practical uses of trusts
  • Giving to charity
  • Changes to the distribution of the estate after death
  • Family investment companies
  • Transferring wealth in a tax-efficient manner
  • Planning for inheritance tax (IHT) on death

Employment related issues

  • Checking a tax code
  • Establishing employment status
  • Working from home
  • Calculating the tax due when an employee leaves employment
  • Benefits in kind
  • Tax-efficient remuneration package
  • Starting employment

Minimising tax liabilities

  • Year-end tax planning
  • Dealing with an HMRC enquiry
  • Minimising liabilities to CGT
  • Claiming tax allowances

Savings and investments

  • Asset becoming worthless
  • Tax-efficient investments
  • Pensions

Real estate

  • Buying and selling the family home
  • Investing in property

Tell us which categories you fall into:

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