Tax compliance, planning and advisory services
When it comes to tax, you don’t know what you don’t know and that’s no surprise. With over 10million words and 22,000+ pages of small print, together with vast volumes of case law, guidance and HMRC interpretation, tax law is by no means ‘simple’. Luckily for you, it’s one of our areas of specialist expertise!
With a dedicated team of some of the brightest experts on offer, we can help with tax compliance, ensuring that you’re on the right side of the rules and reporting appropriately to HM Revenue & Customs, but furthermore, we can assist you with planning and advice to structure your tax affairs efficiently.
Although tax is a key area to consider, we take a broad view of your overall financial landscape and consider planning both for the here and now and for the future. We work with you, as well as with your other professional advisors, such as Lawyers or Financial Advisors, to provide advice to help secure your future and the legacy of your family. If you don’t have any other existing advisers, or would like a second opinion, we have a wealth of excellent contacts across our network that we can introduce you to. Ultimately, our job is to ensure that any financial decisions you make take into account your overall objectives, both personal and for your business. We look to build long-term relationships and a level of trust that ensures you feel safe and confident in the advice that is given.
*Filmed November 2023, for updated and bespoke advice, speak to the team
Sarah Clarke - Inheritance Tax
Tax compliance services
Self Assessment Tax Returns
With income streams increasing for many, it’s important to ensure your Tax Return is accurate and submitted on time. We can help you understand your reporting requirements and prepare your Tax Return and submit it on your behalf, to ensure you meet all deadlines and responsibilities. The sooner you get it done the sooner you can budget for any tax due or, if you’re due one, get ready for a refund!
60 day Capital Gains Tax (CGT) Returns
If you’ve sold a UK residential property, then there’s a chance you need to report that disposal, and pay tax on any gain, to HMRC within 60 days of the sale completion. We can help you calculate the gain/loss and advise on the tax, and report to HMRC. You can find out more in our blog here.
P11D and PSA
If your company is providing taxable benefits to any of its directors or employees, for example, private medical or company cars, then these likely need to be reported on a P11D or PSA. We calculate the benefits, tax and prepare the necessary forms for the company and the individual’s receiving the benefit.
ATED Returns or Relief Returns
ATED (Annual Tax on Enveloped Dwellings) applies where a limited company owns a UK dwelling which is worth more than the threshold (currently 500k). ATED can affect the amount of SDLT on acquisition of the property and can also be an annual charge (the rate of which varies depending on the value of the property). Reliefs are available from ATED, but they must be claimed. An ATED Return, or ATED Relief Return, is generally due annually, but can sometimes be needed at other times (at acquisition or disposal for example). If no Return is made but it was due, penalties are charged even if available reliefs would reduce the tax liability to nil. We can help you understand your reporting requirements and prepare and submit the Return(s) accordingly.
ERS (Employee Related Securities)
If you have an ERS scheme in your business, you need to advise HMRC that it exists and update the record accordingly – an annual Return is required to be submitted by 6th July following the end of each relevant tax year. We can help you set up your scheme and keep you compliant with your reporting.
Trust IHT Returns
Depending on the type of Trust, there may be IHT to report and/or pay on a number of occasions, including at creation, at every 10-year anniversary and on distribution of capital from the Trust. We can advise on the reporting and tax obligations, calculate the tax position, and report as required to HMRC.
Tax planning and advisory services
Of course, remaining compliant should be the first priority to keep you on the right side of HMRC, however, as your financial eco-system evolves and grows and tax laws get updated, what was right for you last year, or last decade, may not be what’s right for you today or in the future. You may have more property, business interests, savings and have possibly inherited assets too, and so the potential for an imminent tax burden either for you, or your family, has increased.
At Wilson Partners, our Private Client Tax Team has a wealth of knowledge across the UK tax system and can advise on the solutions available to best suit your own situation. And if there are business interests involved, we can combine with our Corporate Tax Team and Business Advisory colleagues to give you a holistic view on the most appropriate course of action to ensure you meet your financial objectives, whilst keeping your tax burden to a minimum.
We can advise on several tax aspects, including:
Income Tax – planning to utilise allowances and reliefs
Capital Gains Tax – selling or gifting an asset
Inheritance Tax – planning to mitigate death tax, including lifetime gifting
Stamp Duty Land Tax – acquiring property.
Trusts – creating one, or understanding one you’re involved in, planning on what to do for the future
Family Investment Companies – creating one, tax efficient profit extraction planning, succession planning
Divorce – valuations and CGT reports
The above is not an exhaustive list, there are many areas of tax that need to be considered. Please get in touch and we’ll let you know if we can help.
2025/26 tax rates guide
Whether you're self-employed, a company director, property landlord or have an investment income our guide explains the tax rates for 2024/2055.
Sarah Clarke-Rae, Wilson Partners
Our full list of services for private individuals
Our tax case studies
We’re proud of what we do in partnership with our clients. Here are some of the projects we’ve worked on with them:
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……
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 have our hands on the facts, the solution is an application of our tax…
Pensions tax advice saves £65,240
Finding solutions to our client’s problems starts with the facts and once we had our hands on the facts we were able to find the optimum solution for Mrs B.
Our people
It’s all about the people! We work hard to maintain our unique culture and recruit those who share our passion for client service, the value we can add to those around us and our never-ending quest to develop ourselves and our clients.
Sara Pedrotti
Sonia Munder
Sarah Clarke-Rae
Rachel Bowden
Louise Jones
Gordon McCaw
Ben Fiddes
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Page reviewed October 2024.