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Could you claim an Inheritance Tax refund?
If you inherited a property that you then sold for less than the property was valued upon death, you could get a refund for the difference of the Inheritance Tax.
End of year tax planning: Use your allowances before 5 April 2021
The UK tax year ends on 5 April and so February and March can provide a last-minute chance to save some tax with a bit of careful planning.
Fines and penalties for not completing your Self Assessment tax return
The 31 January Self Assessment tax return deadline is fast approaching. What are the financial implications if you miss the deadline?
Personal tax planning
We will help you complete your tax return and minimise your personal tax liabilities by planning income and gains. We can arrange an annual planning meeting to review your finances and suggest options to save tax. This planning may keep you out of paying higher rates of tax.
Personal tax returns
We can help you to prepare UK Self Assessment tax returns, covering basic tax repayment claims to complex returns. We will calculate tax liabilities, liaise with HMRC and let you know when payments are due.
Would you like help with your UK Self Assessment tax return?
Capital Gains Tax
Whether you are looking to mitigate the rate of tax when you sell or otherwise dispose of assets, or are considering the impact of getting rid of assets on other taxes, we will guide you.
We can help by preparing detailed Capital Gains Tax computations, liaising with valuers and confirming the Capital Gains Tax payable. We also advise on the availability of Rollover Gift Relief and Entrepreneurs’ Relief.
Working abroad
You may have to pay UK tax on foreign income depending on your residence status. If you are a non-UK resident then there’s no UK tax due on foreign income. If you are a UK resident then generally you will be liable to pay UK tax on foreign income, although you may not have to if you are non-UK domiciled.
You may be able to claim tax relief if your income is taxed in more than one country. We can advise on residence and domicile issues, letting UK property while abroad and selling assets while abroad.
Personal tax planning isn’t confined to income. We can also help with planning your retirement.
Speak to a personal tax expert
We can also help you with
Wealth management
Planning your finances for the future can be easy to put off. Our specialist team deliver tailored financial planning to suit you and your family.
Their professionalism and persistence were outstanding in getting us the best results.
John Forkun
You & your family
