Tax For Individuals
Knowledge Base
Where we share our
in-house expertise
directly with you
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
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
Enterprise Investment Scheme
Venture Capital Trusts
Remuneration strategies
Seed Enterprise Investment Scheme
Giving to charity
Pensions
Planning – Capital Gains Tax
- Entrepreneurs’ Relief
- Furnished holiday letting
- Rollover relief
- Enterprise Investment Scheme
Enterprise Investment Scheme
Furnished holiday letting
Rollover relief
Enterprise Investment Scheme
Planning – Inheritance Tax
- Lifetime gifting
- Business and company ownership structures
- Trusts
- Business and agricultural property relief
- Tax effective will planning and use of basic and main residence nil rate bands
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
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.
Knowledge Base
Benefit from our unique specialist expertise and take advantage of our wealth of knowledge in the financial sector
Take advantage of our 30+ years of expert knowledge and insight in the financial sector
