Personal Tax

• Completion of personal Tax Returns, and all necessary correspondence, to ensure full compliance with the Self Assessment system.
• Dealing with all interaction necessary with HMRC on behalf of clients, including, for example, the review of PAYE tax coding notices, and advice regarding national insurance contributions.
• Planning for the mitigation of tax, including, but not limited to, tax planning for married couples/civil partnerships, advice on tax-efficient investments and the maximisation of tax reliefs.
• Advice for the newly self-employed, including managing the necessary registration processes.
• Remuneration planning.
• Payroll advice on domestic employment of staff and calculation of tax and national insurance liabilities.
• Managing disclosure of unreturned income or gains, with a view to the minimisation of penalties.
• Proactive planning advice with regard to the specific tax rules applicable to entertainers, both in the UK and internationally.

Partnership Tax

• Completion of partnership Tax Returns and corresponding tax calculations.
• Advice on the tax structuring of partnerships, including family partnerships.
• Effective loss relief claims.

Capital Gains Tax

• Calculation of the tax payable on a disposal, both pre- and post- transaction, including advice on the availability of entrepreneurs’ relief.
• Advice on all available reliefs, including loss relief, rollover relief, reinvestment relief, principal private residence relief and gift relief.
• Advice on the transfer of assets between spouses/civil partners, and gifts to charity.

Trust Tax

• Advice on the taxation and administration of trusts.
• Completion of trust Tax Returns and relevant tax computations, including 50(FS) forms.
• Advising beneficiaries on the UK tax consequences of both UK and offshore structures.
• UK tax advice to settlors on the establishment of a structure, and the consequences of retention or cessation.

Estate Planning

• Advice on the taxation and administration of estates.
• Planning and drafting of Wills, and the review of existing Wills.
• Advising on the effective establishment of UK and offshore trusts.
• Advice on life assurance to cover inheritance tax liabilities.
• Completion of Tax Returns, and relevant tax computations, for estates in administration.

International Issues

• Specialist expertise in advising non-UK domiciled individuals, including planning for the remittance basis of taxation.
• Full reviews of the tax implications for individuals coming to, and leaving, the UK.
• Advice on the application of the statutory residence test.
• Advice on the use of the Liechtenstein Disclosure Facility and managing the process.

Taxation of Lloyd’s Underwriters

• Advising on the relevant platform, reporting obligations and loss relief claims.
• Managing the reporting requirement on cessation of membership.

Property Taxation

• Tax planning and structuring advice around the ownership of property.
• Registration under the non-resident landlord scheme, and completion of corresponding Tax Returns.
• Advice on the special rules for UK properties held within certain structures, and completion of the relevant “Annual Tax on Enveloped Dwellings” Returns.

Business Platforms

• Advising on the structuring for new businesses and exploring the most appropriate planning, including exit strategies.
• Completion of company accounts and advice on reporting obligations.

HMRC Tax Enquiries

• Attending to all types of HMRC enquiries into personal, partnership and trust Tax Returns.
• Liaising with third parties and HMRC as necessary to guide clients through the challenging process, and negotiation of penalties and interest with HMRC as appropriate.