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What Can I Offer

 

Understandable, practical advice, both technical and procedural, based on the needs of the individual clients.

Specifically, my role is to act as a specialist advisor to you and your clients; as a temporary addition to your existing team of advisors when specialist advice is needed.

I can assist in many capacities:

  • · taking full responsibility for planning and advisory work
  • · reviewing existing advice for accuracy and completeness
  • · discussing tactics and procedures
  • · preparing for and presenting cases before the Commissioners
  • · attending meetings with clients or external parties
  • · being on the end of the phone to provide support and reassurance on routine issues (including availability on the telephone outside office hours)
  • · undertaking long term projects including cover for absent staff
  • I am not an accountant and do not offer accountancy services. There is no threat to your client's relationship with you or your firm.

    • Written work will normally be underataken on a fixed fee basis. Telephone work or work for which a fixed fee is unrealistic will be charged on a pro-rata hourly basis, but the basis of charge will always be agreed.

    I have links with other tax specialists, in particular with reference to VAT and IHT, who can advise in areas outside my own specialisms.

    Main areas of specialism

    • · Business tax covering sole traders, partnerships and companies including strategic planning relating to different trading vehicles
    • · CGT planning and mitigation including business sales, taper relief, private residence reliefs and substantial shareholding exemption
    • · SA procedural issues
    • · Preparing cases for appeal before the General or Special Commissioners
    • · Assistance with Inland Revenue full and aspect enquiries into tax returns and accounts including SCO investigations and IR employer compliance reviews
    • · Employment status and IR35 including reviews of contracts and dealing with IR employment status enquiries
    • · All aspects of income tax, PAYE and employment income
    • · All aspects of stamp duty land tax and stamp duty and assistance with enquiries into land transaction returns
    • · Specific CT issues including the intellectual property regime, company reconstructions (including preparation of clearances) and R&D tax credits
    • · EIS relief including reviews of the qualification requirements for companies and individuals, and the anti-avoidance rules