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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