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Tax Planning and Strategy

Taxation

As well as helping you with your corporate or personal tax or a VAT return, at RA Accountants we are also able to help you plan for future tax payments, ensuring that your business’s cash flow is unaffected.

If necessary we can also negotiate with HMRC on your behalf and we offer insurance policies that cover the cost of any future tax investigations.

As tax legislation becomes increasingly complicated, it is essential to seek some professional advice in order to file a completely accurate return. We can also help you estimate future tax payments, which can make a huge difference to a company’s cash flow and even to its profits.

Whether you are a self-employed sole trader looking to complete an income tax form, or a large corporation looking for a tax mitigation strategy, we can help.

Tax Planning

You are entitled to arrange your affairs to pay the absolute legal minimum amount of tax.

Whilst completion of tax returns and statutory tax obligations are important jobs, all accountants should be capable of completing them and advising you of your tax position and liabilities.

We try to do more than just this and are interested in maximising your tax planning opportunities.

We all have to pay our taxes but within the legal framework there are numerous ways of saving tax and making sure you do not pay a penny more than is absolutely necessary. We have extensive experience in this area of work and always fight as hard as we can for our clients.

We can help with tax planning in relation to…

  • Personal taxes
  • Business taxes
  • Tax efficient employee remuneration strategies
  • VAT planning
  • Inheritance Tax strategies
  • Capital Gains
  • Profit extraction strategies
  • Exit strategies
  • Employment status
  • IR35 advice

Apart from extensive experience in this arena, we have invested heavily in reference materials and specialist software and have access to the Tax Legislation, Tax Cases, to the internal manuals of HMRC and to detailed commentary on all taxes, direct and indirect. This allows us to research any tax topic at all and provide many ways of helping you legally save tax.

New clients are often surprised at how much can be done to help with their tax position. We are always willing to go that extra mile to offer advice on the areas where tax can be saved. We enjoy this work!

It is important that this work is done in advance and you should contact us as soon as possible.

All of our Tax Planning makes legitimate use of the Tax Legislation and Case Law, so that you are not put at additional risk from a full HMRC Enquiry, or where there are risks, these are pointed out to you.

Inheritance Tax Planning

Avoid paying tax again on wealth you’ve accumulated and been taxed on already!

Tailored wealth succession planning enables a smooth transition to the next generation as well as minimising tax liabilities.

We can advise…

  • Individuals whose estate planning is close to the nil rate band or many times larger
  • Techniques to mitigate inheritance tax on family homes, family businesses and investment portfolios
  • On both lifetime transfers and wills

However, estate planning is not solely about tax and we adopt a common sense approach, helping you to ensure your own financial needs are met and to avoid ‘giving away too much too soon’.

Trusts

Trusts aren’t just for the very wealthy.

Trusts can be used as part of a wealth protection strategy to protect assets as well as tax planning vehicles, particularly as part of inheritance tax planning.

We can advise on the setting up and running of…

  • Discretionary trusts
  • Accumulation and maintenance trusts for children
  • Interest in possession trusts

We can deal with all trust accounting and tax matters on your behalf.

Our initial consultation with you is always complimentary. We like to get to know you. As a national firm we are always on the road and can visit you at your convenience, be that at your premises or even your home.

From discussing your accountancy/payroll needs, right through to cryptocurrency, tax planning, buy-to-let properties, selling or purchasing a business or considering your business exit strategy… We would be happy to help.

Your 45-min phone call with Partner, Riz Akhtar FCCA ACMA CGMA, aims to provide you with knowledgable and professional advice coupled with years of expertise

Free Initial Consultation

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