Case Studies - Page 2 of 2 - Wilson Partners

Huge tax savings for property portfolio and Airbnb lets

We enjoy finding solutions to our client’s problems – the “fact find” is nearly always the key to the solution. Invariably, the tax flows out of the facts and once we had our hands on the facts, the solution was an application of our tax knowledge...

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R&D tax reliefs for a leading car parts wholesaler

This was a prime example of a company not in one of the traditional research and development industries having an R&D tax relief claim. By speaking to the right people within the company, we managed to successfully assess the claim and capture the...

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Pensions tax advice saves £65,240

We enjoy finding solutions to our client’s problems – the “fact find” is nearly always the key to the solution. Invariably, the tax flows out of the facts and once we had our hands on the facts, the solution was a simple application of mathematics...

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See our tax retainer service in action

Too often tax is overlooked, where in reality it is one of the most important factors in maintaining a healthy business operation. Businesses should be regularly reviewing their tax positions not only ensuring they are doing things properly, but t...

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Complex business sale with employee share scheme

There's rarely a straightforward solution and this is no exception. Our team of experts spend each day navigating the UK’s tax code consisting of over 10 million words / 22,000 pages of small print along with vast volumes of case law and guidance....

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Managing the complexities of a ‘post-sale’ tax liability

Maximising the effectiveness of pension contributions is no longer a straightforward matter, but with careful planning significant savings are possible.  This becomes more interesting for clients approaching retirement where they may be able to pa...

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Managing exposure to Inheritance Tax liability

The solution to our client’s problem required a consideration of IHT, CGT and SDLT together.  Assuming Mr X survives for 7 years, the use of a trust will save over £100,000 of IHT and allow future gains on the second property to be free of CGT bec...

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£70,000 saving for client

We enjoy finding solutions to our clients' problems, even where it may take several years of hard work to reach a satisfactory outcome.  Rather than take the easy solution, which in this VAT investigation would have been to accept HMRC’s position,...

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