Advance planning is vital

Tax planning is not something you can do after the fact – it must be carried out during the tax year in question. Advice prepares a preliminary tax return and uses it as the basis for discussions with the client of the measures they should take before the end of the tax year.

These measures might involve anything and everything from simple corrections, such as the sale of profit or loss-making shares, to more complex changes to corporate structures. All of Advice’s suggestions are based on our knowledge of the individual client’s situation, preferences and risk profile.