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.

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    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.

    Since conversion we have been more than happy with the quality of service from Simpson Wood. Danny McAllister has been our direct contact and has been at the end of the phone whenever help has been needed. Governors have also welcomed his attendance at meetings to present the annual accounts.

    The staff conducting the audit and completion of the accounts have been thorough and professional but also approachable and supportive.

    We are more than happy to recommend the services of Simpson Wood and are looking forward to continuing a long and successful working relationship with them.

    Our Tax Planning Team

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    Latest Tax and Estate Planning Updates

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