Taxation

By taking the time to build a relationship with you and understand the nature of your business, we are able to help you achieve maximum tax efficiency – retaining and realising wealth.

"Our experts will look at your long-term plans and objectives and ensure that you’re mitigating liabilities. Naturally, we also take away the worry and hassle associated with tax returns."

FOR INDIVIDUALS

As well as ensuring you meet your obligations regarding your return, we can help you with your tax and income planning to minimise your burden and maximise the reliefs to which you’re entitled.

CAPITAL GAINS
It’s important to plan capital gains tax to achieve maximum efficiency. We can offer advice on timing and the use of the Enterprise Investments Scheme, as well as Business Asset Disposal Relief, Principal Private Residence Relief and the disposal of business property and shares.

INHERITANCE TAX
We can review your Will on a regular basis and make sure that it is tax effective, in terms of the use of nil-rate bands and the creation of trusts. Our team will also advise on the impact of lifetime gifts and other transfers of wealth.

FOR BUSINESSES

The first and most important choice is your business structure. Will you be a limited company, partnership, LLP or operate as sole trader? Taking into account risks and commerciality, we can help you choose the correct route in terms of extracting profits, the payment of dividends and bonuses, share structure and capital allowances.

DIRECTORS AND EMPLOYERS
We can help you find the best way of rewarding your team through salary and dividend payments and offer tax-efficient planning advice. You may want to incentivise key employees in other ways, but are you aware of the tax implications of benefits such as salary sacrifice? Our experts can help you complete P11D forms and give you wider advice and guidance on your approach to remuneration.

OUR AREAS OF EXPERTISE INCLUDE:

Salary enhancement for maximum tax efficiency
Pension planning in conjunction with financial advisers and clients
Planning for retirement or exit

WE CAN ALSO HELP WITH:

VAT registration, queries and optimisation – including assistance with returns and advice on partial exemption, deferment, EC rules and commercial property options.
Employment taxes – including advice on PAYE and NI.
Group structures and activities – helping you to avoid unexpected tax liabilities.
Reorganisations – strategic advice on demergers and reconstructions, shareholder disputes, sales and management buy-outs (including relevant clearances from HMRC).
HMRC Investigations – accumulating relevant information, negotiating and resolving issues on your behalf. We offer all our clients fee protection insurance annually, which will cover any professional fees involved in an investigation.

BUSINESSES AND LIMITED COMPANIES

You can turn to us for help in completing and submitting your Corporation Tax forms and general advice on minimising liability, as well as capital allowances and research and development tax credits.

Create

We work with you to understand and build a plan to achieve your business and financial goals, providing tailored advice and support services as you grow.

Retain

Through planning, we aim to support high growth and minimise the tax burden while adopting a right-first-time, on-time approach with accounts, audit and other compliance services.

Realise

We work with you when exiting the business through sale or succession to realise the wealth you have created tax-efficiently, together with planning for you and your family’s future.

ACCOUNTS

Whether you operate as a company, partnership, sole trader or charity you need to prepare annual accounts. Barlow Andrews will take the stress and headaches associated with this process away from you.

BUSINESS SUPPORT

Running a small or medium-sized business, you may be looking for ways to fill gaps in skills or to reduce your administrative burden and save costs. Our team at Beech Business support services can step in to help.

STRATEGIC PLANNING

As an essential part of our role to understand your business and your financial goals, our partners take time to build relationships and come to understand and help you formulate and realise the ambition for your business.

CHARITIES

We act for a large number of clients in the voluntary sector and advise their trustees, directors and managers on all the financial aspects of running effective charities, CIC’s, CIO’s and other not-for-profit organisations.

TAX

By taking the time to build a relationship with you and understand the nature of your business, we are able to help you achieve maximum tax efficiency – retaining and realising wealth.

CLOUD

Cloud accounting software is fast replacing traditional desktop versions for small to medium sized businesses. In addition to the benefits it offers, the government are mandating the use of digital records.

Contact Us

For further information or to request a call back from one of our team, please complete the form below.