3 minute read
Facing Tomorrow’s Challenges
- Thursday 4th June
- 9.30-11:30am
- Cooper Parry - Reading
PERSONAL TAX
Our personal tax advice covers everything from selling assets, advice around property and where you are resident for tax purposes (domicile), to planning to minimise inheritance tax on death and setting up trusts.
Get In Touch
Personal tax covers everything that happens to you as a person. And our personal tax advice covers everything from selling assets, advice around property and where you are resident for tax purposes (domicile), to planning to minimise inheritance tax on death and setting up trusts to protect your family.
MAKE YOUR LIFE COUNT
We work with all sorts of people – family business owners, entrepreneurs, shareholders and landlords. It all starts by getting an understanding of your situation, finding out about the people you care about, the money you’ve worked for and where we can help you the most. It sounds obvious but personal tax advice is personal.
OUR PERSONAL TAXATION SERVICES
You could come to us for personal tax advice on something simple like helping you prepare your annual tax return, where you’ll want to know it will be submitted, compliant and on time each year.
You might want clarity on residency status or tax if you have property abroad or you’re a non-UK domicile.
Or, you might be thinking about a big life or business event. We help people protect and pass on wealth using Trusts. We’ll help you with Capital Gains Tax, where we’ll maximise the reliefs available if you’re selling an asset such as property or shares.
And we can help you plan for your inheritance too, looking at how you’ll structure your estate in the best way possible to look after the people or causes you care about.
TAXATION SERVICES MADE EASY
Giving you personal tax advice all starts with listening to you. Our advice is bespoke to every person that we work with. And if you get in touch, it’ll be unique to you and your family.
The reason our tax team is award-winning is simple. It’s because we really care about the people we work with, and our clients value our straight-forward advice and expertise. We’re ultimately driven by knowing we’re looking after people, their loved ones and the things they care about most.
OUR SERVICES INCLUDE
Tax Compliance
Tax compliance is pretty simple to explain. It’s making sure you’re abiding by HMRC’s rules and regulations when you submit your tax returns. At Cooper Parry, our tax team can make sure that’s the case.
Inheritance Tax
When it comes to inheritance tax advice, we typically work with people and their entire family – sometimes looking after three generations. We’ll review and advise you on your Will, work out a strategy to protect your wealth and consider options such as placing your assets or money into a family investment company (FIC) or trust. We’ll work with lawyers and our wider tax team to protect your assets and give you peace of mind.
Trust & Estate Planning
Trusts are ultimately created to help a beneficiary or a group of beneficiaries. They are flexible and there can be huge tax advantages. They can be used to loan money for properties, pay for school fees, provide a regular income and much more.
Residence & Domicile
Your residency and domicile status can change the way you pay certain taxes. You may be a resident in one country but domiciled in another. In which case, you’d be a non-domiciled resident. This means you’d pay tax on overseas income in a different way. And we help people work out where to pay tax, how much tax to pay and the most efficient way of paying it.
Property & Landlords
Supporting property owners with all aspects of running a property portfolio including Stamp Duty, Trusts and Capital Gains Tax. We’ll make sure you’re using the right structures to maximise tax efficiency and save money.
Let’s talk today
Want us to call you? Let’s start a conversation!
Get in touch with Sarah Axe
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Reviews
BRENT, JAN 26
“Georgia Gritton is our trusted advisor, responsive and loyal to us.”
ANGELA, FEB 26
“Always available to help, with understanding and patience. Advice is personalised and no question or query too small or insignificant.”
NIRMAL, FEB 26
“I’m happy with the continuous updates I get, the care & overall consistency shown. The information is always updated, I feel the company has my best interests at heart and always have a positive attitude towards improving the best for me. The staff are super supportive and are always interested in what I have to say. I have regular meetings informing me of my shares & profits and how best to move forward with valuable decisions benefiting the best for me & my family.”
DAVID, FEB 26
“Regular contact and good advice.”
ROSS, FEB 26
“Excellent advice and service. I was particularly grateful for the cash flow forecasting around my recent house purchase.
Not a lot to improve, but I’d appreciate an executive summary in the cash flow presentations, including a high level reconciliation to the previous period with the impact of key changes in assumptions.”
ESTHER, FEB 26
“Happy with the service. We are entering a pretty key period for us, life-wise, so optimistic that CP will be best partner to navigate us through it!”
MARK, FEB 26
“Always give balanced reviews and information when requested, good personal service and feel like they really understand the subject matter.”
MARK, FEB 25
“CPW gives us confidence that we have a solid and well considered financial strategy. When we have specific queries outside meetings they are usually answered promptly and in detail. Not sure we are making the best returns possible but good enough. A summary once a year of exactly how much we have made or lost in a 12-month period would be a useful additional piece of information”
BEV, FEB 25
“I feel that we could have had more nurturing and more communication given this is a new area for us – also sometimes communication isn’t great – but you are a lovely team”
CHRIS, FEB 25
“Your staff are great”
