Advice as individual as you are
You work hard for your money. We’ll work hard on your behalf to ensure you grow and protect as much of your wealth as possible. Our team of experienced and enthusiastic professionals includes Chartered Accountants, Chartered Tax Advisers and former senior Inland Revenue and Customs officials. Their reputation has been built on providing clients with innovative, practical solutions that deliver results.
Planning is paramount
Thinking ahead is essential to successful tax planning and we will work with you to understand fully your present and future goals. Then, and only then, will we produce a plan that will help provide financial security for you and your family through tax efficient investments, minimising tax leakage and maximising wealth preservation.
But our role doesn’t end there. The UK’s evolving tax environment means it makes good sense to have regular reviews to take account of any upcoming legislation or changes in your circumstances and manage your resulting tax exposure. Whatever your aims we can explain your options in a practical and understandable way.
Building wealth
Tax efficient investments
Many investments offer tax reliefs that will impact on the potential returns available. We can guide you through the maze of information and products available so that you can meet your investment objectives.
Managing tax on your properties
Property transactions invariably involve substantial sums and attention to all taxes, particularly VAT, can help ensure the transaction proceeds to maximise profit and minimise tax.
Investigations
With an increasing number of tax inspectors involved with investigations, people can expect to find their tax affairs coming under greater scrutiny. Our experienced team can reduce the stress of dealing with an investigation and assist in minimising the level of any resulting settlements or penalties.
Protecting your wealth
Family matters
We can advise on providing for second or extended families and in the event of marriage breakdown, we can assist with asset valuation and help minimise the potential tax implications for both parties.
Trusts
Despite changes to tax law over recent years, trusts remain a valuable way to protect your family’s assets and ensure ownership passes according to your wishes. We can advise in what circumstances they are most appropriate.
Retirement planning
With increased longevity comes the need for greater attention to retirement planning, particularly in light of the shifting pensions legislation. We will discuss your needs with you and guide you through the decision-making process to help you plan for your future.
Protecting your beneficiaries
Tax efficient wills
Failure to draft a tax efficient Will can significantly reduce the funds available to your beneficiaries. This is one of the key planning areas most neglected by individuals but we can provide you with all the options to ensure your wishes are carried out effectively.
Inheritance tax
The effects of this particularly pernicious tax can be lessened through a bespoke planning and investment strategy that takes into account your exact circumstances.
Tim Davies: tim.davies@davies-mayers.co.uk
Juliet Chance: juliet.chance@davies-mayers.co.uk
Kate Plummer: kate.plummer@davies-mayers.co.uk
Accountancy Solutions - Business Tax Consultancy - Personal Tax Consultancy - Growth & Exit Strategies
