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Personal Tax Planning PDF Print E-mail
In the course of preparing your tax return we will automatically review your personal tax affairs to ensure you have claimed all the reliefs, allowances and other benefits which are available. We will go even further to highlight areas and issues where your tax affairs could be structured in a more tax-efficient manner.

Some of the areas where you might benefit from further advice might include:

  • Inheritance tax advice dealing with certain exempt lifetime gifts, passing on assets such as property, the rules for non-domiciliaries and those deemed domiciled and a host of other areas providing planning opportunities.
  • Family tax planning such as diverting income to the spouse, sheltering capital gains within the family or protecting the CGT exemption on your home if it is being let out or used for business purposes.
  • Tax effective ways to build up a portfolio of assets such as buy-to-let properties.
  • Reviewing the tax-effectiveness of pension schemes.
  • Assessing whether tax savings can be achieved via tax-efficient investments such as Enterprise Investment Schemes, VCTs and other tax shelters.
  • For employed persons, we could review whether benefits, allowances and expenses deductions could be structured in a more tax-efficient manner.

We offer tailor-made advice to suit your personal situation and individual requirements.

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