Personal Tax
Expert advice to ensure tax efficiency.
Over the last few years, tax legislation has gone through some dramatic changes, and it can be hard to keep up.
Being aware of your personal tax liabilities and the options available to you to ensure you pay just the right amount in tax, is vital.
Our people, your team
Our personal tax team will work with you to advise and guide you through the complexities of capital tax planning and the interaction of various tax liabilities that apply to you, to ensure that you only pay what is due.
We advise on all aspects of capital taxes and income tax and help you to structure your affairs, allowing you to retain what you have worked so hard for in the most tax efficient way.
Whether you are UK or non-UK based, we will explain how to ensure tax efficiency and tax compliance, working with your existing accountant, or with our own trusted accountancy firms.
How we help
From practical structures to address personal tax planning and taking into account offshore considerations, wills, trusts and charities, to the administration of estates, our personal tax team can help.
We also advise corporate trustees, accountants and Independent Financial Advisers (IFAs) on the most up-to-date tax issues in relation to their own clients.
Our services include:
- Capital tax planning
- Inheritance tax (IHT) advice
- Capital gains tax (CGT) advice
- Advice on lifetime gifts
- Capital gains tax (CGT) advice
- Pre-owned assets tax (POAT) advice
- Gifts with reservation of benefits advice
- Income Tax
- UK residents & non-UK residents
- Residence & Domicile
- Remittance Basis
- Individuals, Trusts and Estates
- UK tax liability of offshore Trustees
- Working with accountancy firms to ensure compliance
- Review of tax returns before filing
- Employment tax issues, working with wider corporate team
- UK residents & non-UK residents
- Property Tax
- Stamp Duty Land Tax (SDLT)
- CGT / Non-resident CGT
- VAT
- Trusts
- Review of existing trust structures
- Advising on trust restructuring and/or winding up
- Compliance and Regulation
- Advising on reporting requirements for individuals, trusts and estates
- Common Reporting Standards (CRS) / Foreign Account Tax Compliance Act (FATCA)
- New Register of Overseas Entities (ROE)
- Trust Registration Service
- Disclosure of Tax Avoidance Schemes (DOTAS)
