Tax Planning 

Whether you have a small portfolio of investments, own a rental property (or three) or are considering opening a limited company it is important that you obtain some qualified, experienced advice … 

Whether you have a small portfolio of investments, own a rental property or are considering opening a limited company it is 
important that you obtain some qualified, experienced advice … 
 
Tax legislation is constantly changing and with it often opportunities arise that, with the right advice and correct planning, can help reduce your tax bill. 
 
One of the key areas of tax planning for contractors and small companies is the optimal salary and dividends structure to put in place. 
 
In other areas, tax savings can often be made by simply planning more carefully when to dispose of some shares, or carefully timing the purchase of some new equipment. Others however are more complex and require someone with up-to-date knowledge. 
 
 
We can:- 
 
Take the time to understand you and your aspirations so we can take into account your short-term and long-term plans 
Advise on the most tax efficient salary and dividend structure (if you operate as a limited company) 
Provide advice and assist with liquidation of your company to facilitate Entrepreneur’s Relief 
Discuss your investments with you and help you plan their disposal to make the most of your Capital Gains Tax Annual Exemption 
Discuss Principal Private Residence Relief, Rent-a-Room and Letting Relief with you if you own rental properties 
Advise on any other tax planning opportunities including company pensions 
For more information or to book an appointment to discuss your accounting needs simply call us on 01908 563250 or click here to contact us.  
Effective Accounting  
Making the numbers work for you