Personal tax

The Friend Partnership tax team deals with all manner of tax issues for entrepreneurs, successful individuals and private business owners. We aim to relieve clients of the tax burden so that they can concentrate on personal and business issues.

Our support for our personal tax clients is co-ordinated and closely locked in to any planning or other initiatives we may be pursuing with those clients. The approach to tax is seamless on all fronts so that clients can be at ease knowing that their tax affairs can be left to us.

The tax team deals with the following:

Compliance

  • Preparation of tax returns and supporting information
  • Routine and in-depth enquiries from H M Revenue & Customs
  • Payment planning

Planning – Income Tax

Planning – Capital Gains Tax

  • Entrepreneurs’ Relief
  • Rollover relief
  • Furnished holiday letting
  • Enterprise Investment Scheme

Planning – Inheritance Tax

  • Lifetime gifting
  • Business and agricultural property relief
  • Tax effective will planning and use of basic and main residence nil rate bands
  • Trusts
  • Business and company ownership structures

Valuations – for tax purposes

  • Private company shares
  • Inheritance tax planning
  • Ten-year and exit charges
  • Shareholder disputes