Oliver Gleave, Loop Software
Tax Planning
We often take on new clients that are worried that they’re paying too much tax or aren’t taking advantage of the opportunities open to them. The key to address this is to ensure regular tax planning takes place, especially when circumstances or legislation changes. Planning ahead is vital, as is understanding how the different taxes integrate with one another, especially for owner managed business where it’s important to look at both the corporate and personal tax aspects.
Planning can take the form of an annual cycle, ahead of the tax year end, or for a particular transaction or event.
We also offer a tax retainer package, designed to provide businesses with the certainty and reassurance of regular commercial tax advice to maximise value and minimise risk. We deliver a quarterly review of your tax position, taking account any changing circumstances and offering advice tailored to your individual needs. This ensures you have the information at your fingertips to make well-informed financial decisions throughout the year, mitigating your risk, preventing unforeseen issues and maximising your cash position.
Business Tax
- Overview
- New Year Detax 2024
- Tax planning
- R&D tax credits
- EIS / SEIS
- BAD Relief (formerly Entrepreneurs’ Relief)
- Employee share schemes
- Share reorganisations
- Tax investigations
- Patent Box
- Creative industries & film tax reliefs
- R&D tax relief (SME)
- R&D expenditure credit (RDEC)
- Assistance with HMRC enquiries
- Grant applications
Need some advice? Click here to fill in our enquiry form
Tax eNews:
It’s not too late to undertake some end of year tax planning. If you have some spare cash, an obvious tax planning point would be to maximise your ISA allowances for the 2023/24 tax year (currently £20,000 each).
Latest blog:
Let’s face it, none of us want to think about when we’re going to die, let alone talk about it, or consider if there’s going to be a tax bill waiting for our loved ones once we’re gone. But it’s really important to understand what your Estate is…
Download:
Download our free eBook – The 7 pillars of business success
Read our free guide what you need to focus on to help you make better decisions and achieve your goals quicker.
Latest News:
In a press release published on 19 February 2024, the Government announced that planning rules will be changed to protect local residents in England from being pushed out of their communities by excessive short-term lets.
Latest blog:
Certain firms exclusively pursue large-scale deals exceeding £100 million, while others concentrate on smaller transactions. Furthermore, some firms differentiate themselves with distinctive expertise, effectively assisting companies in…
Join the team
If you have the energy, mindset and drive to work in an accountancy firm that wants to do things just a little bit differently, then we’d love to hear from you.
Steve Lawrey
Emma Richards
Nick Lloyd
Sara Pedrotti
Gayle Van Niekerk
Jacob Decmar
Sarah Clarke
Bhavika Nesbitt
Declan Cunningham
Anna Tollefson
Kathryn MacPherson
Louise Jones
Rachel Stringer
Khaled Takrouri
Gabrielle Robert
Matthew Shortt
Yanelisa Mbaba
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.
You may also be interested in...
Who we are
We are Wilson Partners. We combine the financial expertise, experience and accessibility of our talented team with a deep understanding of our clients to help achieve their goals.
What’s keeping you awake at night?
Running your own business is no mean feat. It can literally become your life and if you’re not careful, that can have you questioning the very reasons you went into business in the first place.
Our aim is to deliver the highest quality content to help existing and aspiring business leaders to reach their goals quicker. Material is generated primarily by our own team of experts.