Private Client Tax Services

  • Tax Compliance

    HMRC are implementing tougher penalties and interest charges for failure to comply with tax reporting requirements. Our dynamic approach to compliance and advisory work allows us to tailor our service to meet your needs, helping you manage your tax position and safeguard your wealth.

  • Income Tax Planning

    We take a proactive approach to planning your tax affairs, regularly reviewing your financial circumstances and looking at ways to reduce your tax burden, developing strategies to maximize relevant reliefs and exemptions, whilst exploring available opportunities for you.

  • Capital Gains Tax Planning

    The disposal of a capital asset such as property or a business can be costly from a tax perspective and prior consideration of the CGT implications is key. We can carry out careful, pre-transaction planning to reduce, delay or even mitigate your liability.

  • Succession Planning

    Our tax specialists can recommend ways to minimise the impact of inheritance tax on your estate. We look at your family and business structure as a whole, putting together a course of action that uses a variety of techniques and methods to manage your tax exposure.

  • Entrepreneurs’ Relief

    of a transaction is a vital step in securing the relief. Our team can ensure you meet the relevant qualifying conditions and avoid any pitfalls in advance of a business sale.

  • Non-domicile and Residency Matters

    Certain rules within the UK tax system can provide non-doms with beneficial tax savings. The rules are complicated and there are a number of complex areas that need to be looked at carefully. Our team can carry on domicile reviews, UK entry and exit planning to ensure your tax affairs are organised in the most efficient manner.

  • Partnership Tax

    We have a vast amount of experience dealing with partnerships, from the completion of annual accounts and partnership returns to remuneration planning and incorporation strategies.

  • Investment Company Advisory and Compliance Services

    An investment company can be a very tax efficient vehicle when considering income tax and succession planning. Whether a personal or family-orientated company for property or investments, our team can work with you to create an efficient structure, dealing with the future administration and compliance for you.

  • Trusts and Trusteeships

    Trusts can play an important part in succession planning and the preservation of family wealth. Our team have extensive experience dealing with the day to day administration and ongoing planning of large family trusts. We also act as professional trustee for a number of family trusts.

Let's Chat

Get in touch to discuss how we can work together. You can also contact us using the following form.

Private Client Tax

01928 378 100


Free Consultation

For more information on the services we offer, or for a free initial consultation, get in touch with one of our team.

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25th June 2020

Dow Schofield Watts Corporate Finance in Yorkshire and North East has advised Bayfields Opticians and Audiologists on its investment from BGF. Bayfields was founded in 2004 by optometrist Royston Bayfield and has its head office in Esholt. It has grown to 19 practices, including sites in County Durham, Lancashire, Hampshire, Surrey and Yorkshire, with 13 sites … Continued

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