“We contend that for a nation to try to tax itself into prosperity is like a man standing in a bucket and trying to lift himself up by the handle.”

Winston Churchill

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Tax Planning

Did you know that TAX remains one of the largest costs in generating personal and business wealth?

It's crucial that you regularly review your tax planning so you can plan to maximise returns in the long term. This is especially important if your circumstances are changing or tax rules are updated. If you run a business in Surrey, tax planning from Real Tax Edge could help you to generate more wealth for you and your business starting today.

Real Tax Edge offers bespoke tax planning solutions that benefit clients facing a variety of challenges. The following list is by no means exhaustive and our tax planning services are continually evolving. As tax specialists we like to stay ahead of the game, so please contact us for the latest updates.

Corporate Tax Planning

  • Companies who want to reward their directors/employers whilst minimising their corporation tax

  • Companies wishing to liberate excess cash/assets from a business without impacting IHT planning and the lifetime charge

  • Companies who want to protect profits relating to money-spinning new products/services through The PENN REPORTS

  • Enhanced capital allowances enable you claim 20% to 30% of the cost of a commercial property purchased in the last 15 years and,

  • Planning that eliminates stamp duty for purchases of commercial properties.

Personal Tax Planning

  • Anyone who wants to release under performing funds to generate higher annual income

  • High income earners with income from employed, self-employed, rental income or any source who want to minimise their personal tax liability

  • Planning designed to protect an individual’s estate (including principal private residence) from Inheritance Tax and Care Home Fees

  • Planning that eliminates residential stamp duty for purchases of residential property and,

  • Agencies with contractors and individual contractors who are at risk from IR35

For your peace of mind, some tax planning has a fee protection option, whilst others have a “no-win, no-fee” clause.

To find out more about how Surrey Tax Advisors Real Tax Edge can support your future strategic success, you may like to attend our Tax Workshop, or alternatively, call us on 01252 710 333 or send us an email.