Personal and Strategic Tax Planning

Personal Tax Services & Planning Advice

At A&A Accounting, we take a holistic approach, thoroughly analysing your Self Assessment tax returns while considering all aspects of your personal and financial situation. Our goal is to provide tailored tax advice that ensures full compliance with current regulations while optimising your financial outcomes.

Safeguarding your Wealth

As part of this process, we will recommend specific, proven strategies to help you minimise taxes, including reducing your liability for Capital Gains Tax, Inheritance Tax, and other personal taxes. Our expert guidance aims to safeguard your wealth, offering peace of mind that your tax affairs are handled efficiently and professionally.

With our personalised approach, you can trust that every angle of your tax planning is covered, giving you clarity, control, and the ability to focus on your future financial goals.

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Effortless Self Assessment Management

Whether you’re managing personal tax, buy-to-let property income, Capital Gains Tax, or navigating HMRC Penalty Appeals, expert tax advice is critical to optimising your financial situation. Poor advice, or facing a tax investigation, can result in unnecessary stress and anxiety.

By consulting with our experienced tax advisers, you’ll gain access to our in-depth knowledge in protecting and maximising wealth through strategic tax planning.

Access to In-Depth Tax Planning Expertise

We take a comprehensive approach, linking your business and personal finances to ensure all aspects of your financial life are considered. Our goal is to help you minimise liabilities and achieve the best financial outcomes for both your current situation and future goals.

We will work closely with you to ensure the most tax-efficient strategies are employed, guiding you through the complexities of the tax regime for a successful and secure financial future.

Profit Extraction: Maximising Value for Your Business

When it comes to profit extraction, making informed decisions between dividends, salary, directors’ loans, and benefits in kind can have a significant impact on your overall tax efficiency.

Dividend Planning

Structuring a tax-efficient remuneration package is becoming increasingly complex. This involves more than just selecting between dividends and salary; it can also include salary sacrifice schemes, company car policies, National Insurance optimisation, and profit extraction strategies that align with your business goals.

Tax-Efficient Remuneration

We specialise in crafting bespoke solutions that reduce your tax liability while remaining fully compliant with HMRC regulations. Our expert team will assess your company’s structure and recommend the most appropriate profit extraction method for your specific needs.

Call us today on 0141 334 2620 and let us work out the most appropriate strategy for your particular business.

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Investment Planning: Maximising Returns and Minimising Tax Liabilities

Enterprise Investment Scheme, Inheritance Tax, Capital Gains tax…

We offer comprehensive investment planning advice, helping clients structure their property portfolios and investments for maximum tax efficiency.

Leveraging the EIS and SEIS for Significant Tax Relief

Our expertise extends to the Enterprise Investment Scheme (EIS) and Seed Enterprise Investment Scheme (SEIS), which provide significant tax relief opportunities. These HMRC-backed schemes can offer tax rebates of 30% to 50% on qualifying investments, making them an attractive option for high-growth ventures.

Inheritance and Capital Gains Tax Strategies

In addition to EIS and SEIS, we advise on Inheritance Tax and Capital Gains Tax strategies to safeguard your wealth for the future. Whether you’re looking to reduce tax liabilities on property portfolios or explore tax-efficient investment opportunities, our tailored advice is designed to align with your long-term financial goals.