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Tax & Planning

We understand the importance of providing tailored tax advice and planning that aligns with your business and personal objectives.

Effective tax planning

Effective tax planning is a crucial component of any businesses’ financial planning and we offer a range of services to help navigate the complex world of taxation. Our Tax Planning services are aimed at helping to minimise tax liabilities while remaining compliant with relevant laws and regulations. We can assist with everything from tax return compliance and reporting to more complex issues such as group restructuring, tax due diligence, and remuneration planning.

Tax and Planning Service page. Effective tax planning

Services for everyone

Whether you are a private individual or your business is a SME or large corporation, we have the expertise and experience to provide the guidance you need to make informed decisions about your tax affairs. Our rounded advice covers all aspects of taxation, an essential perspective as advice in relation to one area of tax will have a knock-on effect in another.

 

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A personalised approach

We understand that every client is unique. We take a personalised approach to tax advice and planning tailored to your specific circumstances and objectives. If you’re looking for a trusted partner who can provide bespoke solutions to help protect and maximise your wealth, look no further than us. With our range of Tax Planning services, we can help you add value to your businesses and build stronger, more collaborative relationships that last for years.

Corporate Finance

Our specialist team can expertly advise business owners in relation to their Corporation Tax planning as part of their overall tax planning strategy. In addition, we advise large companies in respect of their corporation tax compliance and planning, ensuring they are compliant but also making full use of all allowances and reliefs available to them.

Private Client Services

Our specialists will work closely with you to understand your affairs and provide tailored advice to suit your circumstances. We have a range of specialists within our team, who can advise you on keeping your affairs compliant with HMRC, to more complex matters such as protection of wealth through estate planning and restructuring. We have a wide range of knowledge across multiple tax and financial areas to assist you in finding the right approach and solution.

Inheritance Tax 

Creating a thoughtful inheritance tax (IHT) plan is essential for protecting your legacy. While IHT planning may seem complex, our Private Client team is here to help you navigate this area of tax law. We take the time to understand your family dynamics and asset situation, allowing us to minimise your IHT exposure while safeguarding your wealth for future generations.

Property Tax

The UK tax rules in relation to residential and commercial property interests can be complex and in recent years have been subject to numerous changes. Our Property Tax experts have the experience to ensure you are compliant and your tax liabilities are managed effectively.

R&D Tax Credits

R&D Tax Credits can be a very misunderstood area in the business world and subsequently underutilised, however, we can help you to understand what ‘innovations’ within your business may be considered. Equally, our expert team will give you frank honest advice as to whether there is a valid claim to be made ensuring you are protected from any HMRC challenge and penalties in this ever-changing landscape of R&D claims.

Even if your venture may not have been successful, there is still an opportunity for a claim which may involve an actual cash refund.

VAT Advice

Our expert knowledge of sector-specific VAT compliance issues affecting companies of all sizes means that the often-complicated regulations are one aspect you don’t need to worry about. Whether you need help registering for VAT, handling HMRC investigations or mitigating penalties, we can deal directly with HMRC on your behalf.

We have great expertise in relation to Property VAT which is often not given the full attention it requires being a complex area of VAT and can be costly if proper advice is not taken.

Payroll

With our Payroll outsourcing service, your business can benefit from our compliance experience in the roles of HR and Finance to understand the impacts that payroll processing and reporting have on your business. We deliver the feel of a personal in-house payroll function in an accessible and down-to-earth way.

Our services help employers improve efficiency, accuracy and performance, allowing you to focus on making the right business decisions for your company.

Find what you’re looking for

With our range of tax advice and planning services, we can add value to your business and build stronger, more collaborative relationships that last years.

Tax and Planning. Client testimonial review. Affinia

We have found Affinia to be a valued partner. From the implementation of Xero and payroll to tax and R&D advice, they have been pro-active, professional and helpful.

The whole team is friendly, knowledgeable and always ready to reply to our queries.

Joe Patrick
Golding Audio Limited

Our other services

Whether you’re looking to manage your finances more efficiently or grow your business to new heights, we have the knowledge and experience to guide you every step. Trust us to be your partner in financial success.

Audit Services

An established auditor, our reputation is built over generations. We have the experience and know how to evolve with, and embrace, the changing regulatory environment.

Accountancy & Advisory

We  can take care of all your accountancy and advisory requirements from accounts preparation to management accountants, forecasting, and budgeting.

Payroll

We deliver the feel of a personal in-house payroll function in an accessible and down-to-earth way.

Corporate Finance

We will match your vision with our expertise, there is strength in numbers.

Real people. Real support.