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Tax Planning

Tax can be a minefield and it is often difficult to see the wood for the trees. Davisons aim to provide tax advice which is sound but imaginative whether it is for individuals, families or businesses. We aim to offer our clients independent advice and review your affairs to ensure you are not paying tax unnecessarily and always with a view to the benefits, risks and costs associated with each action.

Involved in areas from routine compliance work and the preparation of tax returns, through Inland Revenue appeals and share valuations, to tax and estate planning and advising on minimising liability to tax, we also offer support, encouragement and the best advice to allow you to optimise business success, enjoy your lifestyle, and maximise your assets and investment for the future.

We can deal with the following:

  • Direct Tax
    e.g. tax returns, end of year payroll returns, corporation tax
  • Indirect Tax
    e.g. VAT, PAYE, Duty
  • Transactions
    e.g. deal advice and management

We are always well ahead of legislative changes and can therefore offer the technical ability and quality-orientated advice you require. Some areas we cover are as follows:

  • Asset transfer
  • Benefits in kind
  • Business sale and purchase
  • Capital gains tax
  • Corporation tax
  • Employee options and share schemes
  • Inheritance tax planning
  • Inland Revenue appeals
  • Land and Property
  • Minimising tax liability
  • Mortgage tax relief
  • National Insurance
  • Offshore tax planning
  • PAYE
  • Personal financial planning
  • Retirement planning
  • Savings and investments
  • Self-assessment and tax returns
  • Stamp duty and land tax
  • Succession planning
  • Tax credits
  • Tax efficient wills and trusts
  • Trust and estate planning
  • VAT

Registered to carry on audit work and regulated for a range of investment business activities by the Institute of Chartered Accountants in England and Wales.

To contact Davisons, please email us.