Our aim is to help you achieve your financial goals by maximising the tax reliefs available, consequently minimising your tax liabilities. By doing this, we can help protect your capital and income sources not only for you, but also for the next generation.
Our approach to advising clients is based upon two principles:
We have access to the latest tax planning strategies in conjunction with our tax partners at the AVN, a national network of business and tax advisors.
AVN is an association of accountants working to make the UK’s owner managed businesses the most successful and enjoyable to run in the world. Read more…
We can help you choose the most tax efficient and commercially appropriate business structure. We will maximise deductions for expenditure against business profits, and ensure claims for capital allowances are made in full. We will help you with business re-organisation, profit extraction, succession planning and exit strategies.
We are able to advise you on the available reliefs and exemptions from capital gains tax. We can help you to manage and plan for any liabilities particularly on the sale of the business but also on the disposal of investments.
With your help my business prospered and I was able to retire 25 years ago. You continued as my accountants and I needed your wise advice more than ever. You are still helping me with my affairs, now including probate on my late wife’s estate. I am very grateful to have this opportunity to thank you for your very efficient professional service and wise friendly advice over this long time. I could not have managed without you.
We advise individuals and families on how best to minimise tax liabilities by advising on the best way of holding assets and distributing income. We can advise on tax efficient investments in conjunction with our associate firm of independent financial advisors (www.hghwealth.co.uk). We can also provide assistance with pensions and retirement planning.
Having retired from 15 years working and picking up taxation regulations with a different pension (2 German and 2 UK) was a challenge. Hunter Gee Holroyd have taken over and made taxation issues much less of a problem. Thank you Hunter Gee Holroyd.
We can anticipate potential inheritance tax liabilities, and by planning for them in advance using lifetime schemes, those liabilities can be substantially reduced. We also advocate the use of trusts for inheritance tax mitigation and we would review the Will to ensure it was tax efficient.