Initial consultation to identify clients position, plans and wishes. IHT Planning in London and UK - HNW High Net Worth Individuals a speciality.
We review your business structure, your personal and family tax position together with your plans and to give tax planning options. Experts in Estate Planning in London and International.
We change your corporate structure, review wills and estate planning, set up family trusts, and fully review offshore assets and remittance requirements to minimise taxation of funds.
We organise Wills, Lasting Powers of Attorney, Corporate Restructuring, Preparation of Actuarial valuations as well as Preparation of Sales and Lettings market valuations
We can help you with establishing entrepreneurs relief conditions to maximise your entrepreneus tax relief. We help with corporate restructuring including advising on substantial shareholding exemption and trading companies. We can maximise CGT deferral relief. For non-domiciled clients We analysis the remittance basis together with offshore income and gains. We consider estate planning, IHT and the use of UK family trusts.
Thank you for helping straighten out my inheritance tax situation, you have saved us a huge amount, not just financially but with considering estate planning generally. With ever rising prices this would only otherwise have become an increasing problem. Many thanks again.
James has helped us out in a way our accountants just weren't. We had a corporation tax bill of over £200,000 but following a suggestion by Steel Tax meant we could defer this by 1 year allowing us more time to sell the development, as well as making an actual saving of £10,000. We also feel much more confident in securing Entrepreneur's Relief following written advice.
James managed a Capital Allowances survey and tax valuation for my GP surgery, resulting in £146,000 in tax allowances - thank you !
I bought out my business partner using Company Purchase of Own Shares - James guided us from start to finish on the tax implications of the process and worked proactively with the legal team to make the deal happen. HMRC clearance was quickly and efficiently obtained resulting in guarnateeing a six figure tax saving for my business partner.
James has dealt with SEIS matters and also advises my property businesses on Capital Allowances. He also dealt with incorporating my 100 property partnership ensuring that no CGT or SDLT was payable on transferring the business to the company. James has also dealt with SEIS matters and also advises my property businesses on Capital Allowances. I would thoroughly recommend James.
The aim of this seminar delivered by one of the UK’s leading Chartered Tax Advisors Robert Steel BA CTA TEP FPC is: