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Whether it’s getting your affairs in order or planning for what’s ahead, we help individuals and trustees navigate the complexities of the UK tax system to ensure that they are compliant and tax efficient, no matter what the situation in front of them is.
If you’ve worked hard to build your wealth, we can help you understand and plan for taxes when you pass that on, whether this be in your lifetime or after you’ve gone. It could be as simple as looking at how much your potential inheritance tax liability might be so you can ensure that its provided for, or helping you to put plans in place to mitigate the liability as much as possible. Whatever we do, we will work alongside your legal advisors to ensure that any advice we give is adequately reflected in your will or trust deed.
We can also assist executors and trustees in their role – this can include preparing tax returns, calculating available relief and liaising with HMRC to handle any queries they might have.
Residence and domicile status affects how you are taxed in the UK.
The UK statutory residence test sets out detailed rules to help determine your residence status and we can help you navigate through them, making sure you avoid potential banana skins along the way. Sadly, it’s not possible to simply spend less that 90 days in the UK not to be classified as a resident – if only life were so simple!
Once you know your UK residence status, you also need to understand how this interacts with your status in other jurisdictions and what happens if you suffer tax in the UK and overseas – again, we can help you get to grips with this.
We can also advise you on your domicile status and what this means to your UK tax position. This is a really complex area based on case law, and we’re here to make it easier and less stressful for you.
If you’re selling assets, we can help you navigate the ever-changing rulebook of capital gains tax. We keep across the legislation and the deadlines, making sure your affairs are in order and you have access to the appropriate tax relief wherever possible.
We offer advice when you’re planning to sell to make sure all tax matters are in order before you do. Putting in the forward planning with our help makes sure all your ducks are in a row before you proceed, so you benefit from the tax treatment you’re entitled to.
We provide support and guidance to make sure you’ve got the peace of mind that all your trust tax affairs are in order, ranging from trust tax returns, the trust register and inheritance tax reporting.
When it comes to compliance, you can be confident that we’ll get it right for you. We take the job off your hands, saving you the stress and hassle that comes with it.
For sole traders, partners and high net worth individuals, we help make sure everything is in order, avoiding an unwelcome knock on the door from the tax man.
In the case where you have numerous sources of income from or income from abroad, self-assessment tax returns can become a challenging and complicated business. You’re not on your own – we’re here to help make it easy and guide you through with confidence.
The approach to inheritance tax valuations depends very much upon it’s intended purpose, whether that be for putting in place tax planning or on reporting an estate on death.
Regardless of the reasoning, we can take this off your hands, providing you with the valuation required and incorporating this into any succession planning or required reporting.
Get in touch with our experts today to get the answers you need.