Tax planning should take place in the ‘real world’, not in an ivory tower, and should take into account non-tax factors.  We help our clients across a whole range of matters, but typical scenarios include:

• tax efficient extraction of profits from family companies
• buying and selling companies / businesses
• estate planning and passing on wealth
• developing tax efficient employee benefit packages, including share based incentive plans
• management buy-outs, shareholder exits and company purchase of own shares
• tax investigations, whether aspect or full enquiry
• company / group reorganisations, partitions and demergers
• tax planning for non UK domiciled individuals.

These are just a few of the types of situation where we can provide invaluable help.  The client success stories here provide a little more detail in respect of some of the real life situations that we have been involved in with our clients.

integrated advice

McBrides’ approach is to work closely with you to develop tax efficient, commercial strategies and structures to help you achieve your business and/or personal goals.

The techniques available range from the straightforward and short term, such as maximising entitlement to exemptions and reliefs, through to the long term and sophisticated, such as share incentive schemes and estate planning, and are tailored to your circumstances.

We encourage you to discuss your plans with us, developments in your life or business as well as your concerns. This enables us to deliver more effective tax planning. Some tax solutions have a ‘lead time’ and cannot be undertaken at the eleventh hour!

Experience proves that tax planning is most effective when it takes in account the ‘whole picture’, such as the interaction of shareholders and their company, and the interaction of all the relevant taxes, which can include:

• capital gains tax
• corporation tax
• income tax
• inheritance tax
• national insurance
• stamp duty and stamp duty land tax.
• VAT

McBrides’ tax experts are highly qualified and experienced. They will comb through the detail to identify opportunities for you, your business and your family, so you get to keep more of what you earn.

To download a copy of our latest Year End Strategies Guide, please click on the link.

Contact Terry Baldwin or Bob Warren to discuss your tax planning needs. Either use the form on the left, or telephone 020 8309 0011.