Case Studies2024-03-21T12:41:35+00:00

CASE STUDIES

Get in touch to discuss your tax 07813 434195 stephanie.churchill@churchilltaxation.co.uk

Graham came to us with a tax issue that involved both an estate and a trust. His mother had died many years ago and had left a property to her children – partly outright and partly held within a trust structure.

Peter, who was divorced and in his late 60s, approached us for advice on inheritance tax (IHT). His total estate was worth around £1.1 million, consisting of his main home, a small residential property portfolio and some investments.

We were called upon to advise Mary on her UK residential portfolio, which is owned via a company and trust structure based in Jersey, set up many years ago.

We were approached by Helen, who was living in the UK and had recently been offered a new full-time job in Germany. As part of her role, she would be expected to continue working in the UK for five days every month.

Edward owned a building that was used as a restaurant in one company, and he also owned a separate company, which ran the restaurant business.

Our co-owner, Stephanie Churchill, was called upon to act as an expert witness in a matrimonial case involving Susan and Leonard, who were divorcing after 40 years of marriage.

Our expert witness service was called upon to help William, who had instructed an accountant to carry out work for him in the past.

Tom, a UK resident, sought our help in relation to a property he owns in Spain, which is let out for parts of the year.

We were asked to help Catherine, who has several UK rental properties.

Sarah was looking for assistance in calculating the amount of principal private residence relief that would be available on the sale, to reduce the gain.

D Ltd owns a UK property worth £2million, which means Annual Tax on Enveloped Dwellings (ATED) rules apply.

Stephen has several properties he owns personally. He asked us to consider whether he would be better off, from a tax point of view, if he transferred ownership of the properties into a company.

Richard, Paul and Andrew owned a commercial property in a partnership, and we prepared a report on the implications of transferring the property into a company.

James had completed wills before his death, which left all his estate to his wife Barbara, apart from the nil rate band (NRB), which was left to a discretionary trust.

The executors of Oliver’s will had collated most of the information about the assets of his estate and had partially completed the IHT400 inheritance tax form.

TAX ADVICE
ACROSS THE UK

Based in Dudley, in the West Midlands, we’ll work with you over the phone or on email, so it doesn’t matter where you are in the UK.

Our support can help you whether you live in London, the South, the Midlands, Wales, or the North.

With Churchill Taxation, you’ll benefit from the skills of a highly qualified team, combined with a tailored, personal service, ensuring you receive the right advice for you.

PERSONAL
TAX

We’ll review all your personal tax matters to give you peace of mind. Our services include self-assessment tax returns, capital gains tax, offshore tax planning, inheritance tax and personal tax investigations.

We work with a wide range of private clients, from sole traders and entrepreneurs to high net worth individuals (HNWIs), retirees and married couples. With our support, you can be confident your tax matters are in safe hands.

SMALL BUSINESS
SUPPORT

As a small business owner, the word ‘tax’ may fill you with dread.

But it doesn’t have to be that way.

We’re here to take the pain out of your business tax by saving you time and hassle and making sure you don’t fall foul of HMRC rules. Our advisers are trained to deal with all areas of tax that are relevant to your small business. This includes corporation tax for limited companies, VAT and income tax for partnerships.

TRUSTS AND
ESTATES

If you’re a trustee or executor, we’ll work with you to ensure your trust or estate is managed efficiently and correctly.

We can also help if you’re a financial adviser, accountant or solicitor looking for specialist tax advice in relation to trusts and estates.

Our team of experts understand complex tax legislation and are up to speed with the latest developments, so you can rely on our advice.

No surprises

Our prices start from £295 plus VAT for an hour of our time. And we agree our fees up front, so you’ll be clear on the cost from the start.

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