Personal and individual tax planning (details)
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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