Personal tax planning

Minimise your liability

Your annual tax return doesn’t have to be a passive exercise – with the right advice, you can take a long-term approach to managing your tax bill.

Our expert personal tax advisers will get to understand your family, business and lifetime goals. They’ll then advise on how you can structure your business, extract profits and manage your wealth to avoid paying unnecessary tax.

For example, if you’re planning to sell property, the timing of that sale could either expose you to capital gains tax, or help you minimise its impact. Another example of smart planning would be balancing ownership of assets between you and your spouse or partner to make the most of tax-free allowances.

Our tax planning clients often make immediate tax savings and continue to feel the benefit of our guidance over the course of years.

Get advice on…

• Capital gains tax (CGT).
• Inheritance tax (IHT).
• Non-domiciliary taxes.
• Trusts and estates.
• Benefits such as company cars.
• Tax when working abroad.
• Education costs.
• Mortgages and insurance.
• Savings and investments.
• Healthcare.
• Retirement and estates.