More wealth less tax.

Dr Karim set up his Botox services in his own name only to find he was paying 45% income tax and 9% national insurance to boot. We advised him how to change his business structure for his private clients which reduced the tax charge from 54% to 19%, as well as showing him and his family how they could extract cash tax efficiently from his new limited company.

Phil purchased a property with a shop above it and his solicitor asked him to pay £10,000 for Stamp Duty Land Tax (SDLT). Sadly he was misinformed and the SDLT charge should have been just £2,000. With our help, he was able to claim back the £8,000 (with interest) from HMRC.

Dr Phillips used a limited company for his GP practice but was taking money out inefficiently, resulting in a painful 54% personal tax bill every year. We helped him save significant tax by restructuring his limited company shares and ensuring ownership was spread amongst his family in a way he’d always wanted but never before had the support to make happen.

Martin purchased a £200,000 commercial building which he was going to convert to a residential dwelling. Unfortunately for him, his prior accountant did not tell him about the tax breaks of saving VAT and SDLT on purchase. He did not repeat the overpayment of VAT of £40,000 or the overpayment of SDLT of £8,000.

Dr Singh was extracting money from his limited company and being taxed at 38.1% on dividends to buy a property. With our help, he set up a property investment business that was loaned money from his GP practice. That meant he saved £38,100 in tax on a £100,000 investment.

Dr James and his wife had a £700,000 investment business, not benefitting from holdover relief. They became concerned about protecting their family from future IHT tax bills. With our help, they redesigned their business structure to ensure that any future capital growth would be assigned to their children and reduce their IHT bill to nil.

Mr Grant disposed of a property and was worried about the CGT liability of £15,000. As an additional rate taxpayer, he already paid over £50,000 of income tax. With the use of an alternative investment as identified by our strategic partners, he was able to mitigate the CGT liability in full and get a cheque back from HMRC refunding £16,071 of income tax.

Dr Singh runs a medical practice and owns the building from which it operates. We identified the ability to claim Capital Allowances on the building. That meant that his tax liability was reduced by £20,000 in the first year of working with us alone.