Jerry Cowdery

Personal tax compliance and planning

Personal tax compliance and planning

Personal taxation is becoming more and more complex and professional advice is essential. I can help ease the burden and advise where tax savings can be made for both income and capital gains tax.

Services include:

  • Preparation and submission of end of year personal tax returns
  • Calculation and submission of HMRC CGT 60-day returns following the sale of a taxable residential property (eg buy-to-let)
  • Profit extraction from limited companies
  • Income tax advice and planning
  • Capital gains advice and planning
  • Advice regarding Business Asset Disposal Relief
  • Planning for retirement
  • Non-resident tax issues to include the new Foreign Income and Gains regime

Trusts

With over twenty years’ experience with Trusts. I am happy to advise on where these may fit into will planning but also lifetime wealth planning. Trusts are becoming more and more popular as a way of reducing the value of the Estate and/or protecting family assets

Services include:

  • Advice regarding creation of family Trust
  • Planning using Trusts
  • Taxation of Trusts (income, capital gains and inheritance tax can all play a part in Trusts)
  • Annual accounts and tax returns

Estate Planning

Having dealt with advice regarding Estate planning for a number of years I am happy to consult on the drafting of Wills and use of Deeds of Variation where necessary. I can advise on any potential Inheritance Tax liability and advise where savings could be made and what reliefs and exemptions are available.

Services include:

  • Will review and advice
  • Inheritance tax review and planning
  • Advice regarding available reliefs and exemptions

Tax Consultancy

Specialist taxation advice for Accountants and Legal Professionals. Benefiting your practice and clients. Please contact me for details of what I can offer.

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