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 who seek expert and specialist advice on the 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 are also involved in Advice and Disputes on Transfer Pricing issues.

  • We never forget that every Client is different and every piece of advice bespoke to the Client’s particular situation.

  • The increase in the rate of Capital Gains Tax for Non-Business Assets to 28% has led to us to create some innovative tax planning to avoid and mitigate this increase for investors; especially those with large property portfolios.  At the same time, securing Entrepreneur's Relief (which gives a 10% tax rate on the first £10m of gain) is key to planning for many Clients.

  • We are also skilled in advising on disputes with HMRC 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 HMRC 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.

  • Advising on all aspects of the LDF and Voluntary Disclosure.

Why not get  expert advice on all aspects of Tax from a Tax Lawyer?

 

FOR COMPANIES:

  • Share Incentives/Options, Sales, MBO’s, Reconstructions, International Structures, Offshoring, Transfer Pricing, Thin Capitalisation and Planning for IP Rights.

 

 

FOR INDIVIDUALS:

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

  • Residence, Non-Domiciled, Offshore Trusts, Tax Strategies, EBT’s & EFURBS, Double Tax Treaties and viable tax planning.

  • IHT planning, Domicile Disputes and Trusts.

 

 

FOR BOTH:

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

 

 

SPECIALISM:

  • Tax Amnesties especially the           Liechtenstein Disclosure Facility (LDF).