Tax Planning

In an increasingly complex and ever-changing tax environment, it is important to get tax advice that is clear, creative, cost-effective and comprehensible.  CB Reid’s personal tax team has experience advising on a whole array of personal tax issues for high net worth individuals, company directors, non-domiciles and those with a number of different income sources which require complex tax returns. 

With the prospect of increasing tax rates, effective tax planning is more important than ever.  We will meet with you and discuss yours and your family’s circumstances and risk profile to offer the right solution to minimise your overall tax burden. 

As well as tax planning, we believe that compliance is a fundamental part of our offering.  We use our expertise and the latest tax software to ensure that tax returns are completed efficiently, accurately and on time.

We have great experience in dealing with HMRC on a day to day basis but also in representing our clients should they be subject to a tax investigation or enquiry.  We also offer clients the opportunity to take out insurance at competitive rates to protect themselves from the increased professional fees that can come about should one of these investigations be launched.

Please contact Pete Cattermole to discuss how we can help identify tax savings or deferral to later periods.