Personal

Tax planning and the preparation of personal tax returns is an important service which we... Read More

OAP, first tax return?

Worried about old age? Can we help with financial and will planning Read More

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"I am always pleased to offer an initial free hour's consultation, to ensure that we achieve YOUR objective."

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01434 606624

Inheritance

Worried about old age? Can we help with financial and will planning?
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Careful planning can lead to unexpected results.

Using our knowledge of both the tax and Tax Credit system we identified the opportunity to combine various "tax breaks".

Working with our client, we helped to plan the timing of a tractor purchase - this led to a series of events which generated tax refunds and Tax Credits in excess of the value of the tractor.

The taxman effectively paying for the tractor!!

This type of opportunity is not unusual, but requires regular communication with your accountant. In addition, your accountant should be technically competent across the whole tax system to identify such opportunities.