Personal tax planning

Real-world tax planning

Your evenings shouldn’t be full of paperwork, and long calculations. But sometimes your tax bill can catch you unawares. In our ‘always-on’ culture, you need to know that you’re supported in your tax endeavours, so you can focus on having a life outside of work.

We’re tax planning experts – we’re compassionate and thoughtful about your situation, and we’ll aim for the best result possible. Not only will you get your time back, you’ll see what real industry expertise can do for your business. Whether we’re making use of capital gains tax allowances, or finding you tax credits, we’ll support you however we can.

Everyone loves sending gifts – what if we told you this could actually save you tax? It will bring a smile to your friends or family, and act as a money saving portion of your inheritance tax plan.

We’ll also best advise on when to use dividends in your setup – if you’re paying yourself a large wage, and therefore more tax, you can switch your model to use dividends instead. For example, if you pay yourself a lower salary, in line with the personal allowance, and top up your salary with dividends, you’ll make use of a lower tax rate.

Everything will be unique to your situation – don’t worry about getting generic advice. We’ll sit down and help you find the best result for your needs.

Let’s talk

Get in touch today, and we’ll listen and advise wherever we can.

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