Private Client
Whilst many of the tax issues facing individuals and families are similar in their nature, no two people’s situations are ever the same.
BTG Tax has the expertise and experience to look at your tax from every angle and go that bit further to ensure you receive the most effective solution.
Nobody wants to pay more tax than they need to, but keeping your tax bill down requires real expertise. Especially if you want to keep it low year after year and avoid costly and time consuming investigations by HM Revenue & Customs (HMRC).
The more sophisticated and successful your financial affairs are, the greater return you will get on good tax advice.
Without specialist advice you run the risk of paying too much tax - which is enough of a problem. But perhaps a greater risk is that you pay too little tax and end up with a large and unexpected tax demand. Timely advice from a good tax specialist will save you time, money and avoid problems.
How can BTG Tax help?
The advice BTG Tax provides you is highly detailed and very specific. So we have to know as much as possible about your financial affairs, your plans and your way of working, before we can really provide you with the best advice.
And of course, you need to get to know us too. We would hope to arrange a detailed briefing meeting with you and your key advisers to get started. From then on you will always have a personal contact who knows your affairs inside out and is your first point of call.
Whatever your tax situation, BTG Tax can help, with proven expertise across a full range of tax services for individuals and families, including:
- Benefit packages for senior personnel
- Capital gains tax planning
- Inheritance tax and tax efficient estate planning
- Personal tax planning
- Tax efficient trust structures
- Retirement planning
- Selling your business
- International tax planning
- Domicile and residency
- Structuring of property ownership for own use or rental
Why work with BTG Tax?
BTG Tax is a member of Begbies Traynor Group plc and is the dedicated tax division of the group. With a tax regime as complicated as the one currently in the UK, you need a depth of knowledge and experience to deliver the best possible advice.
But even though tax is a complicated business, dealing with BTG Tax is not. We are committed to being both approachable and effective – your trusted adviser within our family office environment. You will get an individual service from a dedicated tax specialist who will listen to you, understand your personal needs and deliver advice in a clear and straightforward way.
BTG Tax will assist you to complete your Annual Tax Return, which in itself can remove a considerable burden from you. Not only do we do the paperwork but you will also be certain it has been done properly. The real value that the firm can deliver, however, is through planning in order to manage your tax liabilities. With short, medium and long term planning along with help and advice in setting up new ventures, we will make dealing with HMRC as smooth as it can possibly be.