Tax and Wealth Management Services
Get a fairer share of the results of your hard work.
You work hard all year and you naturally want the results of your enterprise to provide for the life you want to lead. At the same time you need to save the risk of penalties and possible investigation by HMRC by being certain that your returns are correctly calculated, completed and submitted on time.
It’s our job to make sure that you retain the maximum reward for your efforts, whilst staying compliant with the HMRC’s often complicated and intricate self assessment regime.
Compliance with HMRC
Whether you’re a start-up or an established limited company. A ‘not for profit’ or a trust. Or an individual, a sole trader, or a partnership. We make sure you don’t fall foul of complex HMRC guidelines and changing deadlines by completing your tax returns in good time, advising you of your tax liabilities or repayments and completing all the necessary tax calculations.
Minimising Your Exposure To Tax
We put you at the centre of our comprehensive tax planning service to identify and implement tax planning opportunities to minimise your exposure to tax. Whether through maximising allowances, more tax efficient business structuring, investment in EIS/VCT schemes our experienced expert tax specialists will ensure you’re not spending a penny more than you need to be on tax.
Dealing with Past Tax Issues
Whether you have unpaid tax, undisclosed trading profits, on shore or offshore trust issues, undeclared rental income, we can resolve past tax issues and arrears to put you back on track. We will deal directly with HMRC on your behalf, taking the strain away and resolving the situation in the way that is most beneficial for you.
Wealth Management
Whether you are looking at investing and building your wealth, preparing for your retirement or protecting your family or business, we can ensure you make the most of the planning opportunities with an investment strategy that is designed solely for you and your needs.
We partner with Continuum to offer you a trustworthy, independent and national personal wealth advisory service. To arrange an initial consultation (or just a friendly chat) please contact us.
Contact us
Take benefit from our experience and expertise:
To learn more about us, and the special ways we help our clients to build thriving businesses and retain the maximum they are entitled to from their efforts. Or to discuss a specific project or requirement you are planning.
- 01425 877700 (Ringwood Hub)
- 01747 657900 (Shaftesbury Hub)
- flourish@hub.accountants