Tax For Individuals

Knowledge Base

Where we share our
in-house expertise
directly with you

Arrow Down

Knowledge Base

Where we share our
in-house expertise
directly with you

Arrow Down

Tax for Individuals

Our support for our personal tax clients is co-ordinated and closely locked in to any planning or other initiatives we may be pursuing with those clients. The approach to tax is seamless on all fronts so that clients can be at ease knowing that their tax affairs can be left to us.

The tax team deals with the following:

Compliance

Preparation of tax returns and supporting information with no jargon

Payment planning
Routine and in-depth enquiries from H M Revenue & Customsive partner

Planning – Income Tax

Enterprise Investment Scheme
Venture Capital Trusts
Remuneration strategies
Seed Enterprise Investment Scheme
Giving to charity
Pensions

Planning – Capital Gains Tax

Enterprise Investment Scheme

Furnished holiday letting

Rollover relief

Enterprise Investment Scheme

Planning – Inheritance Tax

Lifetime gifting

Business and company
ownership structures

Trust

Business and agricultural
property relief

Tax effective will planning
and use of basic and main
residence nil rate bands

Valuations – for tax purposes

Private company shares

Inheritance tax planning

Ten-year and exit charges

Shareholder disputes

Friend Partnership personal tax team aim to relieve clients of the tax burden so that they can concentrate on their personal and business interest.

Tweet