Strategic Tax Planning What We Do

The key element of our practice is that we are independent and give ethical bespoke tax advice that is viable.


Our Senior Partner, Daniel Feingold* is a Barrister (Non-Practising) and therefore our advice comes from a Legal Perspective. It is also important to remember that uniquely we offer bespoke tax planning advice that is not product based such as the “tax solutions” that many sales-driven Companies are offering.


 Our Clients are principally professionals: Solicitors and Accountants and other Advisers acting for Clients and who seek expert and specialist advice on a number of tax issues that their Clients may have.

 

  • Currently, we are involved in advising several clients on bespoke tax planning to mitigate and avoid the impact of the new 50% tax rate that many high earners face. This may involve using tax-advantaged investments, a variety of specialised Trusts, special Share Schemes and if appropriate, Non-Residence.
  • We are also involved with a number of Corporate Clients seeking to establish overseas operations and to reward key executives with shares tax efficiently.
  • We also are advising on Transfer Pricing issues in a Group.
  • We never forget that every Client is different and every piece of advice bespoke to the Client’s particular situation.
  • The proposed hike in the rate of Capital Gains Tax for Non-Business Assets from 18% to 28% had led to us looking at some innovative tax planning to avoid and mitigate this increase for investors who may be affected and especially those with large property portfolios.
  • We are also skilled in advising on disputes with HM Revenue & Customs on tax law, especially where this has gone on for a long time or has reached stalemate or is about to enter tax litigation. Our expertise can often lead to a resolution without recourse to litigation.
  • When HM Revenue & Customs are actively attacking by means of an Enquiry, Investigation or Challenge (especially tax planning involving Offshore structures), our expertise and advice has successfully closed many Investigations and Enquiries or led to a favourable settlement.

We can arrange expert advice on all aspects of Tax from a Tax Lawyer:

  • Tax Planning for High Net Worth Individuals, including planning to avoid the new 50% Income and 28% Capital Gains Tax Rates.

  • Tax Planning for Companies including Share Incentives, Sales, MBO’s. Reconstructions. International Structures, Offshoring, Transfer Pricing, Thin Capitalisation and IP rights.

  • Residence, Domicile, Offshore Trusts and Tax Strategies, EBT’s &  EFURBS, Double Tax Treaties.

  • IHT planning, Trusts, Stamp Duty.

  • Effective resolution of Tax Investigations, Tax Disputes and Tax Litigation.