This page is divided into two sections. The questionnaire that creates your Tax Planning Report and information that we need to personalise the report for you.
The Questionnaire:
You can select individual answers to the questions posed or select all if you would like a full report. At the bottom of the questionnaire there are a number of check boxes that you can tick if you would like our advice regarding specific tax issues.
Year-end tax planning for individuals
Individuals - prior to the end of the tax year you may be advised to consider options for minimising tax. Would you like a summary of the issues you could cover?
Year-end tax planning for businesses
Businesses - in the last quarter of every trading year there are certain tax planning opportunities that should be looked at before the end of the year - once the year end is past the opportunity may pass with it! Would you like to know what these tax planning opportunities are?
Expected changes in tax system 2010-11
Would you like a brief summary of the key tax changes already announced for 2010-11? Some of these changes are likely to be amended after the May 2010 general election.
Self-employment - advantages and disadvantages
Are you interested in the advantages and disadvantages of being self-employed rather than employed?
Limited company status - advantages and disadvantages
Are you interested in the advantages and disadvantages of being incorporated, trading as a limited company, rather than being self-employed?
Limited Liability Partnership (LLP) - advantages and disadvantages
Do you know how a Limited Liability Partnership (LLP) can help with your tax planning objectives?
Cars and tax.
Would you like a summary of the tax advantages of buying cars and vans with - low CO2 emissions?
Higher rate tax payers
Would you like to examine ideas to minimise the effects of the 50% income tax band, loss of personal allowances and restrictions in tax relief for pension contributions?
Tax Losses
How can you turn a tax loss into a tax refund? Tick yes for more information.
Tax breaks for capital purchases
If you are about to invest, or have recently invested, in the purchase of plant and equipment, tick yes here for more information on tax breaks available.
Share schemes
Would you like information regarding share incentive schemes?
VAT - Flat Rate Scheme
If your turnover is under £150,000 have you considered the Flat Rate Scheme? Tick yes for more information.
VAT - Cash Accounting
Would you like to pay VAT based on the amount you receive from your customers and pay to your suppliers? i.e. carry forward any VAT liability included in monies due to you, less VAT included in monies you owe.
PAYE - Online filing
Would you like more information about your obligation to file the 2009-10 and subsequent payroll returns online?
VAT - Online Filing
Would you like more information about your obligation to file VAT Returns online after 1 April 2010?
Inheritance Tax (IHT) - basic exemptions
Tick yes here if you would like a list of gifts that are excluded from IHT.
Inheritance Tax (IHT) and Business Property
Would you like information about IHT payable on business assets left in your Will?
Property - principal private residence (PPR)
Tick here for details of tax planning tips regarding your principal private residence.
Property letting
Tick yes if you would like to see a summary of costs and relief's you can claim.
Capital Gains Tax - Entrepreneurs' relief
If you are selling a business and would like to know if this relief would apply to your sale tick yes here.
Capital gains tax (CGT) - what isn't taxable?
If you would like to know what you can sell without incurring a CGT charge click yes here.
Complete your report:
Please enter your contact details and click on the Generate Report button: