Registered in England No: 02402834 Registered Office: Aquila House Waterloo Lane Chelmsford Essex CM1 1BN
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Personal Tax Planning
Maximising personal wealth requires a pro-active approach to taxation planning How tax is treated in a transaction can decide the success or failure of that transaction
At Bird Luckin we have a dedicated team of tax specialists who offer you a personal and professional tax service suitable for the self-employed, partnerships, company directors and private client taxpayers. We can provide you with expert advice using the latest tax software in the following areas: Income Tax and Self Assessment We offer full advice on your tax problems and a comprehensive tax return preparation service, identifying planning opportunities, and dealing directly with the Inland Revenue on your behalf. Capital Gains and Inheritance Tax This ranges from the computation of Capital Gains Tax on the sale of small holdings of shares to advice and planning on complex capital transactions. Planning by our specialists helps even the largest of gains and estates to be placed legitimately beyond the reach of the Inland Revenue.
Trusts and Estates This is a very specialist area and, as well as offering complete advice on the taxation advantages and planning opportunities of trusts, we offer a comprehensive compliance service dealing with the trust and estate returns and accounts on behalf of trustees. Tax and Personal Financial Planning Whether in business trading through a company or as a partnership or sole trader, we never forget our clients are also individuals. Our tax team work closely with our in-house financial service specialists to help ensure the tax aspects are fully considered in all financial planning. We deal with your affairs competently, professionally and timely so that you can concentrate on your business, work or retirement without the worry of the taxman. Every pound of income tax you save means more income at your disposal, every well-planned disposal of assets means minimal loss of capital gains, and every inheritance tax saving means more benefit for your beneficiaries.
Make sure you take full advantage of the tax saving opportunities open to you – call us today for a personal tax planning review. For further information, or for a FREE initial consultation, contact Jenny Cook on 0800 146870 or e-mail jennycook@bird-luckin.co.uk
