Taxation

Self-Assessment affects most individuals, partnerships, trusts and companies. We provide a comprehensive tax compliance service including the preperation of annual tax returns, providing a forecast of tax liabilities or tax repayments, dealing with the Inland Revenue correspondence and undertake a pre-year end planning review.

We presently provide a personal tax service to a variety of individials including sole traders, partnerships, company directors, professionals, artists and sportsmen including a significant number of Scotland’s International Rugby Squad.

In addition to tax compliance we provide an extensive tax consultancy services tailored to the individual or business needs and include:

Starting the business

  • Tax planning concerning the format and the ownership of the business i.e. sole trader, partnership or company.
  • Tax efficient company formations using the Enterprise Investment Scheme.

Running & expanding the business

  • Tax planning for the incorporation of partnerships and other businesses.
  • Specific planning for the family business including extraction of funds, succession issues, maximising capital allowance claims and arranging suitable business or group structures.

Disposing of the business

  • Tax planning on the sale or transfer of ownership of a business and the maximum use of available relief’s.

Life after business

  • Planning for the retirement of individuals including the Small Self-Administered Schemes.

In addition to our client based tax service we also provide a tax planning and advisory service to a number of professional firms including a specialist corporate tax advisory service to one of Scotland’s largest Law firms.

The firm is a member of the Institute of Chartered accounts of Scotland and is also a member of the faculty of taxation of the Institute of Chartered Accountants of England & Wales.