Change of property ownership led to £64,728 tax savings

We enjoy finding solutions to our client’s problems – we apply our knowledge and experience to the facts our clients present to us and look to find the way forward that minimises the taxes payable.

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Inheritance tax review saves £1.7m on a £5m estate

We enjoy finding solutions to our client’s problems – the “fact find” is nearly always the key to the solution. Once we had our hands on the facts, the solution was an application of our tax knowledge and experience to those facts together with a ...

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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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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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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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