UK Tax Planning Strategies

This is a specialist service that we can supply that is best suited to your higher value clients. Tax can be one of the biggest costs for a business and should therefore be treated as an integral part of any business planning.

There are hundreds of strategies available but due to the nature of this service they are always changing. We have specialists who provide bespoke tax planning but the most popular, that our members primarily introduce to clients are:

Corporate Planning

Directors and shareholders often look for ways to extract cash from their business, complete transactions or ultimately sell their interest in the business in the most tax efficient manner.

Our specialist providers work alongside you to provide sophisticated bespoke solutions by utilising any suitable combination of case law, onshore and offshore and structures, tax treaties and genuine commercial transactions. With careful structuring they can build solutions to significantly reduce the liability to tax in the following areas for companies, their directors and other interested parties:

• Corporation Tax
• VAT
• Capital Gains Tax
• Income Tax & National Insurance

Inheritance Tax Planning

From just filling out a simple questionnaire we can provide your clients with a free report outlining the Inheritance Tax (IHT) that they would be due and also highlight how much we can save them should they choose to undergo the strategies we help implement.

The report is not only useful for outlining IHT Liability; you can also use it to pinpoint any other areas where a service may be required such as Will Writing and Life Cover.

Stamp Duty Land Tax Planning (SDLT)

Our providers offer the following strategies designed to significantly reduce or even eliminate the SDLT due when an individual or company purchases a property

The Commercial Strategy

Designed to eliminate SDLT in purchases of property by a company. The strategy requires the purchasing company to set up a subsidiary company but does not require any action on the part of the Seller, thus removing the need to share the tax saving.

The Residential Strategy

This strategy only works for acquisitions of residential property of couples and individuals. The strategy does not involve the consent or co-operation of the Seller. This strategy cannot be used for properties located in Scotland.

The Partnership Strategy

This strategy works for acquisitions of commercial property and represents an alternative approach to the commercial sub-sale strategy. The strategy requires the purchaser to establish a partnership structure and will also require the cooperation of the vendor.

What to look for:

A minimum of £1,500,000 value on a residential property, or £2,500,000 value on a commercial property.

Contact us now!

Meetings with our specialists are free and without any obligation.

You have an onus to let your clients know about this service, so that they can decide themselves whether they want to profit and prosper with it!

To find out more, call us on 0844 357 7715 or send us an email via the Contact Us page.