Tax Advisory

Tax planning affects all aspects of your financial affairs. You may be worried about a range of issues including the impact of rises in property values on taxes, how best to dispose of a share in a business or the most efficient way to pass on your estate.
Whatever your needs, having access to a wide range of tax expertise and being able to structure your personal tax affairs effectively can save you time and effort.
I provide a service tailored to your precise tax needs and give timely and detailed responses to issues such as changes to tax legislation and advice on next steps.

I have experience with:

1. Reviews

Reviewing people’s personal financial affairs to identify the impact of income, inheritance and capital gains taxes and developing a strategy to maximise relevant reliefs and exemptions.

2. Income Tax

Advising on investments and overseas income.

3. Capital gains tax

Advising on the availability of a range of tax reliefs such as entrepreneurs’ relief, as well as exemptions, gifts and the timing of a disposal.

4. Later life planning and inheritance tax

Developing and implementing a strategy based on your financial goals, which may involve lifetime gifts, drafting a new will or revising an existing will, drafting lasting powers of attorney and establishing trusts.

5. Family & matrimonial

Advising on tax implications and opportunities of getting married, but also the implications of divorce.

6. Rule changes

Advising on the implications of changes to tax rules on issues such as dividends, savings and offshore trusts.

7. Liabilities

Reviewing whether and how people’s assets are protected from tax in various scenarios.

Collaborative working

I can work closely with your existing advisers such as lawyers, accountants and financial planners or can provide recommendations.