Chartered Tax Service

Combining tax and investment expertise to mitigate tax and accumulate wealth faster...

This is provided by a member of the Chartered Institute of Taxation, experienced at advising individuals (including non domiciled) and businesses on UK taxation.

Importantly, by co-ordinating this expertise with the investment and financial planning skills of the rest of the team, we are able to ensure any personal and corporate tax liabilities are minimised.

This can include:

• Processing any claim for tax refund application on your behalf.
• Helping to claim back tax due in the UK where appropriate.
• Planning ahead to achieve tax refunds in the future
• Planning for how long tax refund claims may take
• Completion, submission and follow through of tax returns for PAYE and the self- employed.

When looking at tax refunds for a company or the self-employed, we aim to reduce any potential taxes due as much as possible in any trading period, so that ideally you do not have to pay the tax in the first place.

We are very pro-active at supplying tax guidance and advice. Our clients understand:

• When looking at their looming or current annual tax bill, they really do have the option to turn this into their own asset.
• It is combining tax and investment expertise confidently which leads to accumulating wealth at a much faster rate.
• Careful planning to turn tax into assets means they can retire much earlier, or on a much higher income.

It is our view that all forms of taxation whether Income Tax, Inheritance Tax or Capital Gains Tax are largely voluntary in that, depending on having capital available to invest, most liabilities can be avoided or, at worst, deferred for a number of years forward.

HMRC offer many different tax back incentives, so we only use tax planning schemes, ideas or investments promoted or recognised by the Inland Revenue.