You & your family

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Year end tax planning webinar

10 Feb 2021

Guide to end of year tax planning 2020/2021

08 Jan 2021

Related news

Positives and pitfalls of PPR

Positives and pitfalls of PPR

Principal Private Residence Relief (PPR) is a relief that enables homeowners to sell their homes without having to pay capital gains tax (CGT).  However, in order to claim the relief, the property must be the main residence of the person selling the property.

Tax relief on finance costs for residential lets

Tax relief on finance costs for residential lets

It may come as no surprise to learn that HM Revenue & Customs (HMRC) have started writing to those taxpayers who may have incorrectly completed the property pages on their tax return specifically in relation to the amount of tax relief that can be obtained on residential property finance costs.

Personal tax planning and advice

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

Finances can be complicated.
Let us connect the dots for you…