At Burton Sweet, we want our clients to make assured decisions. Here are some of the areas where we frequently get approached for advice…
Are you looking to sell a property and want to understand the tax implications beforehand?
We will model the tax liability on the potential sale of an asset, to give an indication of the forecast tax position, as well as ensuring that the transaction is structured in the most tax efficient way.
Are you a married, or in a civil partnership, where one of you is a higher rate taxpayer?
Have you considered whether your combined tax affairs are structured efficiently for tax purposes? Income splitting is where spouses/civil partners can structure various income sources in a more tax efficient manner, particularly useful to those with rental income.
Have your wills been reviewed in line with the current tax legislation, to ensure that they remain tax efficient?
An Inheritance Tax (IHT) review will provide you with an indication of the quantum of IHT payable on your death, whilst identifying any tax planning opportunities available to you to mitigate IHT.
Need some guidance?
Should you require any assistance with these matters, please contact us and member of our team will be happy to chat through them with you…
