Tax Planning

Tax is inevitable, but with the tax planning support from our experts, we can help you pay only the tax you’re legally required to pay.

Tax Planning

Whether it’s businesses or individuals, taxes are inevitable but tax planning is the legal process of minimising your tax liability so that you only pay the tax that you are legally required to do so. However, it’s important to note that everyone’s circumstances are different, and as such, professional advice should be sought so that the advice is tailored to you or your company’s specific circumstances.

How can we help?

We aim to act as trusted advisers to our clients to help them navigate the personal and business tax landscape. Areas that we can advise individuals and companies on include:

  • Business structures

  • Capital Gains Tax

  • Construction Industry Scheme (CIS)

  • Exit and acquisition planning

  • Inheritance Tax

  • PAYE & National Insurance

  • R&D

  • Remuneration planning

  • Stamp Duty Land Tax

  • Trusts and estates

  • VAT

db sharp & sons limited

“The team have helped us grow and become more professional. Dave has been invaluable in advising us. He has helped our accounts team so much and they now absolutely love Xero!”

David Sharp, D.B. Sharp and Sons Limited

“Stock taking was a nightmare and we kept everything on spreadsheets until we spoke to the team. Switching over to Xero was an easy process.”

Mick Ginn, Macron Store Hertfordshire

“One of my previous headaches was always the absence of reliable management information and that often consumed my time unnecessarily. Since working with the team, they have implemented new systems, enhanced existing systems and they provide information on a monthly basis which is accurate and clearly communicated. This allows me to spend time doing what I should be doing.

Combine that with their sector expertise, knowledge and professionalism we would have no hesitation in recommending their services to anyone.”

Sheldon Paule, Cameron Kennedy

“We’ve always found the team to be responsive, helpful, and proactive in suggesting ways for us to improve our processes. In particular, we have been happy with the move from Sage to Xero, which has made our lives much easier as we grow our business.”

Jack Waley-Cohen, what3words
total negotiation group

“As our accountants and advisors, the Smart Accountants have always been on hand to support our business but recently they helped the sale of our business to an Employee Ownership Trust. Ultimately this transaction helped us with obtaining a fair price for the business, ensuring long-term succession, and rewarding our employees. The team supported us from the very initial advice and planning stage right through to the implementation and were on hand to offer their expertise throughout.”

Mark Cranstoun, Total Negotiation Group

The Next Steps

There is no one size fits all for tax planning and advice should be tailored to an individual’s circumstances. If you would like to discuss your unique circumstances, please get in touch and one of our tax experts will be happy to talk to you. 

Please call us on 0845 606 9632, email us at or complete the contact form below.