Tax Planning

    Whether you are seeking tax planning guidance as an individual or as a corporate entity, the specialists at Simpson Wood have the insight and the expertise to make a real difference to your financial affairs.

    Tax planning is one of our specialist and high growth areas, with an increasing number of private individuals and corporate entities seeking our assistance each year.

    Given the complexity of personal and corporate taxation and investment strategies, it is little wonder that assistance in this area is in high demand.

    Need Some Advice?

    Looking for some help or a little advice?

    Call today on 01484 534431 or fill in our enquiry form below, and we’ll call you back.

    Corporate tax planning

    Our corporate tax planning team can advise your company on the use of losses, group relief, corporate restructurings, remuneration planning and corporation tax mitigation.

    We also have a great deal of experience in implementing share option schemes for our corporate clients, and in reducing our clients’ tax liabilities through research and development claims.

    Our income tax planning strategies include the exploration of tax-efficient employee benefits, utilisation of losses, incorporation and EIS relief. In addition to these areas, we also assist our clients with inheritance tax planning and mitigation.

    If you are seeking tax planning advice for a start-up, we can guide you through the initial registration requirements and your future liabilities, giving you absolute clarity from the outset.

    Whether your business is brand new or long established, the team at Simpson Wood can carry out a review of your position before recommending tax-saving measures to mitigate your liabilities.

    Personal tax planning

    No two clients have the same personal tax planning needs, and we provide a truly bespoke service to every individual who turns to Simpson Wood for advice and guidance.

    Many of our individual clients rely on us to take care of their self assessment tax returns, removing a burden that can hold sole traders back from doing their best work.

    We can also guide individuals through the reliefs and opportunities available through efficiencies in capital gains tax, inheritance tax and expatriate tax, and we offer a bespoke service to clients who wish to make savings across all aspects of their financial activity.

    If you are looking for absolute peace of mind, we can also provide you with a full, expert defence in the event of a tax enquiry by tax authorities, ensuring your finances and tax records are ready to stand up to the scrutiny of a full-scale investigation at any time.

    Taxation planning made simple

    All of our tax planning services are underpinned by our firm belief that all guidance and advice should be delivered in clear, simple, jargon-free language that provides our clients with a solid understanding of their tax affairs, empowering their financial decisions long into the future.

    If you would like to hear more about how our tax planning services can help you or your business, contact Simpson Wood today.

    More from Financial Planning

    We offer a complete solution to clients. As well as completing your return, we use our knowledge of your individual circumstances to provide you with proactive advice and help you to minimise your tax burden.

    Our knowledge of trust and tax law and of its practical application has enabled us over many years to establish a large and well respected trust department, making us one of the leading practices in the area offering such a specialised service.

    Over more than two decades, we have built up an exceptional relationship of trust and goodwill. No issue is ever too trivial and professional advice is always gladly given. Simpson Wood is scrupulous and totally dependable.

    Our Tax Planning Team

    All Staff
    Filter by Department
    • Directors
    • Audit and Accountancy
    • Tax and Estate Planning
    • Business Advice and Support
    • Payroll
    • Wills
    • Corporate Finance
    • Independent Financial Advice
    • Admin

    Latest Tax and Estate Planning Updates

    Relief at HMRC’s reversal of helpline closures

    Posted on
    HMRC’s decision to halt its plans to restrict taxpayer helplines and direct people to online services instead has been met with relief by the Federation of Small Businesses (FSB). The…

    Jeremy Hunt cuts NICs again in the Spring Budget

    Posted on
    The Chancellor made further changes to National Insurance contributions (NICs) following the cuts made in the Autumn Statement 2023. The rates for NICs will be cut by two percentage points…