taxation

Taxation – We offer a full range of tax compliance work for individuals and corporate bodies from Self-Assessment to P11D returns all submitted electronically. We act for some high net worth clients on both U.K and Overseas taxation matters. Tax planning and advisory services covering a wide array of taxes including Capital Gains and Inheritance Tax.

Corporate Tax

As specialist tax advisors we can offer a range of services to help you minimise your corporate tax exposure and deal with the administration of complying with tax legislation. We can advise you on the most tax effective structure for your business, taking advantage of tax opportunities and reliefs specific to your industry.

Individuals

With HMRC’s tougher new penalties, you must ensure that your personal tax return is filed on time or you could incur penalties or surcharges which will quickly add up.

We can complete your Self-Assessment Tax Return and make sure it is filed on time so you can relax knowing you don’t have to worry about paperwork, deadlines or fines. 

To make the tax return process as easy as possible, we will send you a questionnaire to complete at the end of the tax year. All you need to do is simply answer the questions and we will complete your return in advance of the submission date. 

Tax Planning

 With attitudes towards tax avoidance becoming harsher, it is more important than ever to receive proper advice. Our planning services offer solutions that will reduce or defer your tax liabilities in a straightforward but effective way. Among the areas in which we advise are:

  • Property transactions
  • Private residence planning
  • Incorporation of your business
  • Handing down the family business and succession planning
  • Marriage and civil partnership breakdown
  • Company reconstruction and share buy-backs
  • Planning for high net worth individuals
  • Tax efficient remuneration strategies
  • Inheritance tax planning and trusts
  • Mergers and disposals of professional partnerships

Investigations

Going through a tax or VAT investigation is not a pleasant experience. We have a good experienced team with a proven track record of helping clients under enquiry to bring investigations to a closure at reasonable costs.

We also offer our clients with the facility to take up an insurance policy which covers the accountancy fees that arise on the event of an enquiry.

IHT

At Brearley and Co we understand that the protection of family wealth and effective inheritance tax planning is important to all our clients. We provide specialist advice on Will planning and lifetime gifting to minimise your estate’s inheritance tax exposure for future generations

We can advise you on the creation of trusts, whether for family or charitable purposes, as we work closely with our trust department on this aspect of our clients’ taxation affairs.

Together with our financial planning department, we can also advise you on the benefits of insurance related products that can, in some cases, be effective inheritance tax planning tools.

Contact Us

Contact us if you need help with your Tax affairs on 01709 581667 or email admin@brearleyandco.co.uk