Tax Planning2024-03-15T17:10:48+00:00

TAX PLANNING

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

The UK tax system is renowned for being complicated, but careful planning can help you to thrive financially, both now and in the future.

Our independent, professional tax advisers will assist you in organising your finances so you can save money.

Whether you’re a business owner or private individual, we’ll show you how to make the most of the Government’s various tax allowances and reliefs.

Our expertise includes planning for capital gains tax, inheritance tax, offshore tax, and tax for estates and trusts.

EXPERT ADVICE TO HELP YOU PLAN

In a world of ever-changing tax rules, it’s more important than ever to ensure your tax affairs are structured correctly. In recent years, the power of Her Majesty’s Revenue and Customs (HMRC) has been increased, which means you could face tough penalties if you get your tax wrong. That’s why it’s crucial for you to seek advice before undertaking any tax planning.

At Churchill Taxation, we’re a team of qualified and highly-skilled tax professionals. We have many years’ experience in dealing with HMRC, and therefore understand the ‘lines’ that exist between sensible tax planning and aggressive schemes that are considered unacceptable by the UK Government.

TAX PLANNING SUPPORT

The world of tax is constantly evolving, and tax mitigation is generally discouraged. However, as a taxpayer, you have the right to minimise your tax bill within the law and should take all steps possible to ensure your finances are tax-efficient.

We’ll use our skills and knowledge to help you understand how to plan your taxes successfully and reduce your risk of making a mistake.

HOW WE HELP

Our tax planning services include:

  • Tax planning for companies, including share for share exchanges, restructuring and reorganisation
  • Inheritance tax (IHT)
  • Capital gains tax (CGT)
  • Residency, if you’re arriving in or leaving the UK
  • Self-employment vs employment (including IR35 advice)
  • HMRC enquiries and disclosures

Inheritance tax and succession planning

By planning your finances during your lifetime, you can help your family to live more securely and comfortably in the future.

Our private client team can:

  • Help you create a plan to ensure your wealth passes to your beneficiaries
  • Explain how different generations can benefit, possibly taking into account complex family situations
  • Assist you with estate and inheritance tax planning
  • Liaise with your solicitor (or one recommended by us) to prepare a will to make sure your aims are carried out

As experts in this area, we’ll translate complicated legislation to help you manage your trust or estate tax.

We’ll take away your tax return headache by tackling this complex document on your behalf, saving you valuable time.

Our independent, professional tax advisers will help you plan for a financially-healthy future, giving you peace of mind.

We have specialist knowledge of offshore tax and can help you with a range of ‘non-dom’ issues, to ensure you comply with the latest changes.

We’ll take away unnecessary stress by dealing with HMRC tax enquiries and investigations on your behalf.

Our property tax specialists will help you save money by ensuring your property business is tax efficient and compliant with the law.

We’re trained in dealing with the complex legal, financial and tax matters that are all part of the probate process.

Our team can guide you through the Spring Budget 2024 tax changes and help you prepare for the new measures.

Our tax expert witness service provides solicitors and forensic accountants with specialist tax knowledge for court cases and tribunals across the UK.

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