01455 556 143 

TAXATION SERVICES 

Our core Taxation Services consist of... 

Contractors and IR35 
Employee Remuneration Planning 
Employment Status 
Inheritance Tax Planning 
Payroll and PAYE Returns 
Personal Tax 
Property Tax 
Tax Disputes 
Tax Enquiries & Investigations 
Tax Investigation Fee Protection 
Tax Planning 
Tax Returns & Self-Assessment 
Trusts 
VAT Planning and Disputes 
VAT Registration 
VAT Returns 

Contractors and IR35 

Please contact us if you would like a free consultation to discuss the tax advantages of contracting in more detail and the different possible scenarios. 
 
We offer all inclusive services for contractors including... 
 
Company formation 
Annual Accounts 
Company tax returns 
Personal Tax Returns 
Company secretarial service 
Book-keeping 
VAT Returns 
PAYE Returns 
Tax computations 
Review of contracts for IR35 status 
Provision of anti IR35 draft contracts 
Dealing with IR35 disputes 

IR35 

For more information, see our IR35 and contractors helpsheet. 
 

Employee Remuneration Planning 

Good remuneration packages are important in attracting and keep the right quality staff. We offer comprehensive advice on all employment tax issues including... 
 
Tax efficient remuneration strategies 
Planning for retirement 
Termination payments 
Inducement payments 
Company car and van strategies 
Benefits planning 
Expenses dispensations 
 

Employment Status 

The question as to whether someone is employed or self employed is not as straightforward as it might at first appear. Many people assume they are free to choose, but this is not the case. 
Although there is no clear-cut answer as to how you decide if you are self-employed or not, the following should be on your checklist 
 
Fundamental factors to consider: 
 
Control 
The right to get a substitute or helper to do the job 
Mutuality of obligations 
 
Other factors to consider: 
 
Provision of equipment 
Financial Risk 
Basis of Payment 
Opportunity to profit from sound management 
Part and parcel of the organisation 
Right of dismissal 
Employee benefits 
Intention of the parties 
Length of engagement 
These are often matters of general employment law, and not specific tax legislation. There is an enormous amount of Case Law in this area and HMRC are not always right. HMRC do not have the final say on whether somebody is self-employed or not. We can argue your case and take it before the Tax Commissioners for you. 
 
The cost if you get it wrong is enormous. Not only is there the question of employees and employers national insurance, being classified as an employee also gives rise to all sorts of employment rights such as holiday pay, maternity pay, unfair dismissal etc. The decision has to be made by the employer and if you get it wrong it is going to be very hard to recover the back tax, interest, penalties etc from the worker. 
 
We can review your existing arrangements and give you our opinion on whether it will stand up to attack from the Taxman. We can help advise on contracts for services to assist you and advise on how you can maximise your chances. 

Inheritance Tax Planning 

Tailored wealth succession planning enables a smooth transition to the next generation as well as minimising tax liabilities. We can advise... 
 
Individuals whose estate planning is close to the nil rate band or many times larger; 
Techniques to mitigate inheritance tax on family homes, family businesses and investment portfolios; 
On both lifetime transfers and wills. 
 
However, estate planning is not solely about tax and we adopt a common sense approach, helping you to ensure your own financial needs are met and to avoid "giving away too much too soon". 
 
For more information see our ... 
The basics of inheritance tax helpsheet 
Inheritance tax calculator 
 

Payroll, PAYE Returns and RTI 

Everything seemed fine running your own business until the day you took on your first employee and became an unpaid tax collector. This is when you found out what red tape was all about. 
Let us take the strain away from you and let you get on with running and growing the business. Payroll is complicated and has to be done on time and you as the employer are responsible for the mistakes. 
 
We run payrolls on time and can provide a tailor made service for your business including... 
 
Employee payslips 
Monthly summaries 
Departmental reports 
Dealing with leavers and starters 
Provision of analysis of staff costs 
Real Time Information (RTI) PAYE returns for the Revenue 
Assistance with automated payment set-up to your employees 
CIS returns completed by us 
 
You will never have to worry about calculating statutory sick pay or maternity pay and dealing with tax credits and student loan deductions ever again! 
And at year end... 
 
Employer Annual Return P35 
Employee summary P60's 
P11D and P9D benefit and expenses returns 
 
And the related tax planning advice... 
 
Beyond the payroll compliance service, we offer comprehensive advice on all employment tax issues including... 
 
Tax efficient remuneration strategies 
Planning for retirement 
Termination payments 
Inducement payments 
Company car and van strategies 
Benefits planning 
 
For more information see our... 
 
The basics of PAYE helpsheet 
The construction industry scheme helpsheet 
Payroll calculator 

Tax Disputes 

It's an unfortunate fact of business life that from time to time there will be disagreement between the taxpayer and HMRC. Sometimes it is the facts of the case that are in question but it is also often the legislation itself that is in question. Tax isn't always black and white and where this is the case we are happy to argue your case in the strongest possible terms. 
 
As a taxpayer you have many rights and we will ensure they are never forgotten by HMRC. 
 
Disputes can arise in all sorts of areas outside of full enquiries and investigations including... 
 
Employment status disputes 
Repairs v capital disputes 
Private usage adjustments 
Capital allowances - is it plant or property? 
Settlements legislation - the classic husband and wife company scenario 
IR35 
Valuations for tax purposes 
Is it a trading activity? 
VAT segregation of businesses to avoid registration 
Employee benefit disputes 
 
We have the specialist tax knowledge to assist with a wide range of tax disputes. 
 

Tax Enquiries and Investigations 

It is an unfortunate fact of business life that you may well come under enquiry by HMRC through no fault of your own or of your accountant. HMRC now investigates businesses at random as well as for specific reasons. A full investigation is not a pleasant experience for anyone. Without expert defence it is possible to get trampled all over. 
If you are selected at random, you need an accountant who knows how HMRC works and thinks and is prepared to fight your case. We make sure that the Taxman keeps to its own internal guidelines and doesn't over step the mark. We will talk you through the enquiry process and what to expect and support you throughout. 
 
The Penalties 
 
There are various penalties HMRC can seek to impose following an enquiry for undeclared income. As well as having to pay the tax, you can find them seeking penalties up to an amount equal to the tax, so doubling your tax bill. Interest on the late payment of the tax is also part of the arrangement - not a pleasant experience. We can help you minimize these penalties. 
Anti-investigation Scanning Checks 
 
Whilst with random investigations anyone can come under enquiry, you can help to avoid the chance of an investigation into your affairs for other reasons. We know the triggers that often give rise to enquiries if not fully explained to HMRC when submitting Returns to them. Every Tax Return or set of accounts we submit to the Taxman goes through an anti-investigation scanning check to identify any areas that may lead to an enquiry before they are submitted without explanation. This really does help to minimise the chances of you being on the wrong end of an enquiry. 

Tax Investigation Fee Protection 

Worried about the accountancy fees of a tax investigation? HMRC has powers to investigate income tax and corporation tax payers at RANDOM. 
 
With the ever increasing risks of full tax enquiries and investigations, it's worth considering protecting yourself from the accountancy costs of dealing with it as the amount of work involved is often substantial. 
 
You can get cover for the following... 
 
Self-assessment enquiries 
VAT enquiries 
PAYE and benefits enquiries 
IR35 enquiries 
 
Even if HMRC finds nothing as a result of any investigation, you will still have unexpected professional fees to pay as a result. 
 
We cannot prevent you from being investigated by the Taxman, but we can help to ensure that you get the best possible support and advice without having to worry about the cost. 
 

Tax Planning 

You are entitled to arrange your affairs to pay the absolute legal minimum amount of tax. Whilst completion of tax returns and statutory tax obligations are important jobs, all accountants should be capable of completing them and advising you of your tax position and liabilities. 
 
We try to do more than just this and are interested in maximising your tax planning opportunities. 
We all have to pay our taxes but within the legal framework there are numerous ways of saving tax and making sure you do not pay a penny more than is absolutely necessary. We have extensive experience in this area of work and always fight as hard as we can for our clients. 
 
We can help with tax planning in relation to... 
 
Personal taxes 
Business taxes 
Tax efficient employee remuneration strategies 
VAT planning 
Inheritance Tax strategies 
Capital Gains 
Profit extraction strategies 
Exit strategies 
Employment status 
IR35 advice 
Apart from extensive experience in this arena, we have invested heavily in reference materials and specialist software and have access to the Tax Legislation, Tax Cases, to the internal manuals of HMRC and to detailed commentary on all taxes, direct and indirect. This allows us to research any tax topic at all and provide many ways of helping you legally save tax. 
 
New clients are often surprised at how much can be done to help with their tax position. We are always willing to go that extra mile to offer advice on the areas where tax can be saved. We enjoy this work! 
 
It is important that this work is done in advance and you should contact us as soon as possible. 
 
All of our Tax Planning makes legitimate use of the Tax Legislation and Case Law, so that you are not put at additional risk from a full HMRC Enquiry, or where there are risks, these are pointed out to you. 

Tax Returns 

Tax Returns can be completed for... 
 
Individuals and sole traders 
Partnerships 
Limited Companies 
 
The self-assessment regime is full of penalties and HMRC enquiry powers are extensive. It's important that... 
 
Returns are correctly completed 
They are filed on time 
All backup records are retained for the appropriate period of time 
As well as the completion of your return we can assist with... 
 
Advice on your tax liabilities 
Negotiating with the Collector if necessary 
Identifying suitable tax planning opportunities 
Completing all the necessary tax computations 
Dealing with all correspondence from HMRC, taking the worry away from you 
 
For more information see our ... 
 
Helpsheet on introduction to self-assessment. 

Trusts 

Trusts aren't just for the very wealthy. Trusts can be used as part of a wealth protection strategy to protect assets as well as tax planning vehicles, particularly as part of inheritance tax planning. 
 
We can advise on the setting up and running of... 
 
Discretionary trusts 
Accumulation and maintenance trusts for children 
Interest in possession trusts 
 
We can deal with all trust accounting and tax matters on your behalf. 
 

VAT Planning and Disputes 

Compliance with VAT is becoming ever more complex. Investigations from the Vatman can be intense - all the more important that you have an accountant who is successful in negotiations with them. 
 
We take best advantage of the reliefs available and the interpretation of the regulations. This is an extremely important feature of the service provided as it ensures peace of mind for all our clients. 
 
We can help you with advice on the VAT schemes suitable to your business and dealing with VAT control visits as well. 
 

VAT Registration 

For VAT registration we can assist with... 
 
Advising if you need to or if it would be beneficial to register 
Completion of the VAT registration forms and formalities 
Advising on the best VAT schemes to use suitable to your business - some you have to notify HMRC you are using and some you don't 

VAT Returns 

Compliance with VAT is complex. Investigations by the Vatman can be intense - all the more important that your VAT returns are completed correctly. 
 
There are three methods we can use to assist in completion of VAT returns... 
 
Let us do your book-keeping and we complete the return from there; 
Give us your books and we'll complete the return for you; 
Provide training on how to complete your return. 
 
We complete VAT returns in good time to ensure you avoid any penalties. 
Call us anytime: 
01455 556 143 
Want to find out more? 
Arrange a meeting 
Wondering about costs? 
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