Spencer Gardner Dickins

Text Only | Telephone: 024 7625 7481 | Fax: 024 7625 7482 | Email: enquiries@sgduk.com

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Tax Planning

We are experts in the field of Tax Planning. As Chartered Tax Advisers we maintain rigorous continuous professional training to ensure that we keep up to date with the ever changing world of taxation. Many of our partners and senior staff are tax specialists who have gained expertise in differing areas of tax over a number of years of working in tax consultancy for national firms of accountants. We commit ourselves to thinking creatively to produce appropriately managed taxation solutions to the many and varied needs of our clients. We take time to understand as much as possible about you, your plans and aspirations, in order to deliver tailored advice to meet your particular needs.

Who we work with

We work with owner managed and entrepreneurial businesses of various types throughout the Small Medium Enterprise sector ranging across the whole spectrum from Industrial to Hi Tech, from Service Industries to the Professions, our clients include Limited Companies, Partnerships and Sole Traders.

We work with private individuals, from those with relatively simple problems to those whose circumstances require more sophistication, including private individuals with high net worth and landed estates as well as those who may be non UK domiciled. We also work with trusts and their trustees.

What we do

Our services in this area include the following:

  • Inheritance Tax Management including the preparation of tax efficient wills and the use of Trusts.
  • Capital Gains tax management, including entrepreneurs’ relief, deferral of charges and structuring of investments.
  • Tax efficient extraction of profits from private owner managed companies
  • Remuneration Packages including employee share incentive schemes
  • Small Self Administered Pension Schemes ( SSAS’s) and Self Invested Personal Pension Plans (SIPP’s) to take best advantage of recent legislative changes
  • Indirect tax management, including VAT and Stamp Duty Land Tax
  • Corporation tax management including reconstructions and succession planning, research and development credits and capital allowance reviews
  • Comprehensive review of tax history for new clients

The benefits for you

We are able to provide advice which is tailored to your particular circumstances,whether in relation to you as an individual, to your business or to both. Every individual and every business is unique, requiring a tailored approach to tax planning. Because of our 360o approach we take a rounded look at your financial affairs, looking not just at a single aspect of these but taking into account the whole spectrum in order to provide integrated tax planning solutions from our wide range of expertise, to fit your unique situation.

What next?

Why not call us to discuss your particular needs and let us demonstrate to you our expertise and willingness to help you in dealing with the important tax planning requirements of you and/or your business.

Require more information?

If you would like more information or would like to ask us a question then call us on 024 7625 7481. To ask us a question online click here.

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