Tax Planning

Looking after Owner Managed Businesses by keeping tax liabilities to a minimum

Tax accountants for your businessNo two businesses are the same and to survive, businesses have to constantly evolve. By considering tax planning we make sure that we balance the needs of the owner against the needs of the business' at every stage of the business lifecycle

We offer our clients a tax planning services that achieves the best balance between the business, the owner manager and his or her family. We will advise over tax efficient distribution of profits whether by salaries, dividends, pension planning, company loans, share options or Employee Benefit Trusts. We help you with advice about the things to consider when passing down to the next generation, such as inheritance tax planning and share incentive schemes for key staff and exit planning in general.

As the business evolves other tax considerations may become relevant:

Incorporation of a limited company or setting up a partnership/LLP:

Capital gains tax & Incorporation relief - Retention of ownership of business premises - Continuation of business reliefs - Terminal loss reliefs

Business Growth, either organically of by merger or acquisition:

Continuation of business reliefs - Reliefs on cost of borrowing and interest expenses

Sale or part sale of the business:

Share valuations - Capital gains tax planning - Tax issues for groups of companies

Share valuations on retirement or death:

Inheritance tax planning - Pension planning

Saving you and your business tax is one of our prime concerns. Make sure you take full advantage of the tax saving opportunities open to you - call us today for a business and personal tax planning review.

Contact: Alan Edwards or Kevin Blake

Registered to carry on audit work and regulated for a range of investment business activities by The Institute of Chartered Accountants in England & Wales