With ever changing tax rates, reliefs and allowances and the ever increasing complexity of the tax system, it is vital for individuals to organise their affairs in a tax efficient manner to increase and protect personal wealth.
Our dedicated team can handle all tax returns and compliance matters, including: preparing and submission of returns, claims for allowances and reliefs, payment advice and advice on tax planning opportunities.
We assist clients with tax investigations, disclosures and remedial work across all taxes. We have experience in UK disclosures, offshore disclosures, the Worldwide Disclosure Facility, Contractual Disclosure Facility and COP9 and assisting participators in tax avoidance schemes.
We provide proactive advice in advance of transactions on structuring disposals of property, business interests or other investments to minimise capital gains tax as far as possible.
We work closely with clients to formulate a long term inheritance tax planning strategy and provide innovative bespoke solutions to fit with clients circumstances and to protect family wealth.
Our trusts and estates business is licensed by the Institute of Chartered Accountants in England & Wales to carry out the reserved legal activity of non-contentious probate. We provide a full range of services to personal representatives of estates.
We advise settlors, trustees and beneficiaries of trusts on the operation and administration of trusts and tax compliance and tax planning matters.
We advise clients on property taxes and planning opportunities relevant to commercial and residential property, including in the areas of: ownership structures and tax efficiency, capital gains tax, VAT, stamp duty land tax, capital allowances and the annual tax on enveloped dwellings (ATED).
We advise clients arriving in and leaving the UK on UK residence, domicile, tax compliance and planning opportunities relevant to UK and overseas income and assets owned personally or within offshore arrangements.
Alongside our wealth management colleagues we advise clients on the use of pensions and pension alternatives to provide for retirement, tax planning opportunities and to increase and protect wealth for the family.
We have significant experience and knowledge of tax efficient investments and work alongside our wealth management colleagues to provide integrated tax and financial advice on how these may be used as part of a clients overall investment strategy.
We advise clients investing in and participating in new ventures on structuring, tax and commercial considerations; our advice is focused on the individual and their aims and objectives.
We advise employees and business owners on employment taxes, including reward packages, equity incentives, benefits, income tax and PAYE/NIC matters.
I am passionate about helping our clients to retain their wealth, which they have worked hard to accumulate. Giving our clients peace of mind makes us proud, and is very important to our hard working team.
Away from the office I enjoy spending time with my young family, playing and following various sports; golf and football in particular.
Away from the office David enjoys mainly sporting activities including shooting, (watching) rugby and golf.
Amy enjoys spending time with her husband and two children watching sports (especially cricket!), walking, baking and going to the theatre. Amy also enjoys running and is a member of Barrow Runners. She recently completed her first half marathon.
Away from the office, James enjoys spending time with his family whilst also managing/coaching his son's football team. He is also known to play a round of golf or two when the opportunity arises!