Tax strategy

We can help with tax planning to ensure that the full tax impact of a future strategy is considered.  Efficient tax planning can make a significant difference to the amount of tax that ultimately becomes payable.  We constantly review developments in the taxation field and are always on hand to add our expertise to any planned course of action or transaction to achieve maximum tax efficiency. 

We can assist with:

  • Business structuring and profit extraction
  • Capital Gains Tax planning
  • Tax efficient restructuring
  • Trust tax planning
  • Wealth protection, including:
    • Inheritance Tax planning
    • Pensions planning
  • Acting on your behalf in discussions with the tax authorities

We have a highly qualified and experienced tax strategist, Scott Hallesy, who can help you put in place an efficient tax planning strategy that is tailored to your specific needs.

Please note: Not all inheritance tax solutions are regulated by the Financial Conduct Authority. All statements concerning the tax treatment of products and their benefits are based upon our understanding of current tax law and HMRC practices both of which are subject to change in the future. Levels and bases of reliefs from taxation are also subject to change, and are dependent on your individual circumstances.

Case studies

Platt & Common Dental Surgery Testimonial

John Denham BDS, partner at Platt & Common Dental Surgery, talks about how Cliff Fleming of Condies Health, specialist dental accountants, has supported the practice via sourcing initial funding, providing Sage accounting software training and fighting the practice's corner when extending the bank facility.

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