Our dedicated tax team are here to help, be it keeping you compliant, planning your tax affairs or dealing with HMRC investigations and enquiries.
The hardest thing in the world to understand is income tax – Albert Einstein
Meet Andrew Cowe, our Senior Tax Manager
Andrew joined Brearley & Co in 2016 as Senior Tax Manager and brings 28 years taxation experience to the firm.
The tax system is full of deadlines and fines to go with them. Our professional yet user friendly service helps to take the stress way from keeping compliant with HM Revenue & Customs for corporate, personal and trust return clients. Whilst we have a slick system in place to get the job done, we recognise that different people prefer to work in different ways and so we’ll tailor our service to what works for you.
Going through a tax or VAT investigation is not usually a pleasant experience. We have a good experienced team with a proven track record to guide and represent you through the process, fighting your corner throughout. Our tax team in Sheffield and Rotherham also help other accountants out in more complex cases.
As investigations and enquiries can be costly we offer our clients the facility to take up an insurance policy which covers the professional fees that arise should HMRC choose to open up an enquiry.
Many situations in life can come with both obvious and hidden tax implications so it is imperative that some forward planning is done to ensure that what you are doing is tax efficient with no future pitfalls looming. Here at Brearley & Co we have a wealth of experience in offering bespoke advice, including:
- 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
If you are not sure about a situation and want us to have a look get in touch, we’re only a phone call or email away!
At Brearley and Co we understand that the protection of family wealth for future generations is important to people. We provide specialist advice on Will planning and lifetime gifting to minimise your estate’s inheritance tax and/or future care fee exposure as well as a bespoke service for the more complicated estates.
Even when Inheritance Tax isn’t the problem, ensuring that your wishes are carried out properly and without tax traps is just as important. We can advise you on the creation of trusts, whether for family or charitable purposes, as we work closely with our trust partners on this aspect to provide a complete service.
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.
If you are unsure whether or not you have an IHT problem, please do not hesitate to contact our team who will ask a few simple questions.