Services
Personal Tax Planning
For personal tax clients, I provide a comprehensive range of tax planning and consultancy services, and advise clients on all taxation heads including Income Tax, Capital Gains Tax, Capital Acquisitions Tax, VAT and Stamp Duty.
Capital Gains Tax (CGT)
When my clients wish to dispose of capital assets, I assist in planning so to mitigate the Capital Gains Tax payable. My expertise is in identifying and utilising all legitimate means of minimising Capital Gains Tax through reliefs and by planning and timing your portfolio needs.
ESTATE PLANNING
Estate planning is fundamental to preserving your wealth and ensuring it passes on to your designated beneficiaries in the manner you choose. Whatever your objectives are, I can deliver a confidential service designed to protect your assets by preparing a tailored tax efficient strategy.
COMPANY STRUCTURES
Selecting the most appropriate corporate structure depends on several factors including taxation implications, the legal entity, ownership and liability. I can advise on determining the most appropriate corporate structure to advance your enterprise.
SHARE DEALING
Share dealing and Company Share Schemes are complex matters for tax compliance. Various Tax heads need consideration under the schemes. Income tax reporting as well as CGT considerations are at the forefront of share dealing and share schemes that need careful planning. I have 20 years plus experience in Investments, mortgages, corporate financing, and shares and company share schemes.