Tax Planning

    Whether you are seeking tax planning guidance as an individual or as a corporate entity, the specialists at Simpson Wood have the insight and the expertise to make a real difference to your financial affairs.

    Tax planning is one of our specialist and high growth areas, with an increasing number of private individuals and corporate entities seeking our assistance each year.

    Given the complexity of personal and corporate taxation and investment strategies, it is little wonder that assistance in this area is in high demand.

    Need Some Advice?

    Looking for some help or a little advice?

    Call today on 01484 534431 or fill in our enquiry form below, and we’ll call you back.

    Corporate tax planning

    Our corporate tax planning team can advise your company on the use of losses, group relief, corporate restructurings, remuneration planning and corporation tax mitigation.

    We also have a great deal of experience in implementing share option schemes for our corporate clients, and in reducing our clients’ tax liabilities through research and development claims.

    Our income tax planning strategies include the exploration of tax-efficient employee benefits, utilisation of losses, incorporation and EIS relief. In addition to these areas, we also assist our clients with inheritance tax planning and mitigation.

    If you are seeking tax planning advice for a start-up, we can guide you through the initial registration requirements and your future liabilities, giving you absolute clarity from the outset.

    Whether your business is brand new or long established, the team at Simpson Wood can carry out a review of your position before recommending tax-saving measures to mitigate your liabilities.

    Personal tax planning

    No two clients have the same personal tax planning needs, and we provide a truly bespoke service to every individual who turns to Simpson Wood for advice and guidance.

    Many of our individual clients rely on us to take care of their self assessment tax returns, removing a burden that can hold sole traders back from doing their best work.

    We can also guide individuals through the reliefs and opportunities available through efficiencies in capital gains tax, inheritance tax and expatriate tax, and we offer a bespoke service to clients who wish to make savings across all aspects of their financial activity.

    If you are looking for absolute peace of mind, we can also provide you with a full, expert defence in the event of a tax enquiry by tax authorities, ensuring your finances and tax records are ready to stand up to the scrutiny of a full-scale investigation at any time.

    Taxation planning made simple

    All of our tax planning services are underpinned by our firm belief that all guidance and advice should be delivered in clear, simple, jargon-free language that provides our clients with a solid understanding of their tax affairs, empowering their financial decisions long into the future.

    If you would like to hear more about how our tax planning services can help you or your business, contact Simpson Wood today.

    More from Financial Planning

    We offer a complete solution to clients. As well as completing your return, we use our knowledge of your individual circumstances to provide you with proactive advice and help you to minimise your tax burden.

    Our knowledge of trust and tax law and of its practical application has enabled us over many years to establish a large and well respected trust department, making us one of the leading practices in the area offering such a specialised service.

    We see Simpson Wood as a proactive partner that often looks for ways to improve our financial position by providing advice on tax planning opportunities.

    The people at Simpson Wood take time and care to understand our needs and to provide advice in a professional way – and on a level which is easily understood. I would have no hesitation recommending this company to anyone looking for professional advice across a broad range of financial matters.

    Our Tax Planning Team

    All Staff
    Filter by Department
    • Directors
    • Audit and Accountancy
    • Tax and Estate Planning
    • Business Advice and Support
    • Payroll
    • Wills
    • Corporate Finance
    • Independent Financial Advice
    • Admin

    Latest Tax and Estate Planning Updates

    Autumn Statement Summary 2023

    Posted on
    The Chancellor, Jeremy Hunt, delivered his Autumn Statement on Wednesday 22 November. Our summary boils his 110 different proposals down to a concise report of the key points. The Autumn…

    Latest guidance for employers

    Posted on
    HMRC has published the latest issue of the Employer Bulletin. The October issue has information on various topics, including: Please contact us for help with tax matters. Internet link: Employer Bulletin

    Hybrid and remote working here to stay

    Posted on
    A large majority of UK business leaders plan to offer employees remote and hybrid working in the long-term, according to the Institute of Directors (IoD). A survey conducted by the IoD…

    Many firms still facing recruitment problems

    Posted on
    Many UK firms are still facing hiring issues as a result of challenging economic conditions, according to a report from the British Chambers of Commerce (BCC). 73% of firms surveyed by…

    Inflation rate holds steady as UK economy grows

    Posted on
    The UK’s rate of inflation held steady in September while the nation’s economy grew the month before, according to the latest figures from the Office of National Statistics (ONS). The…