There are instances where a good tax adviser can become a good friend. They are trusted with processing your most sensitive personal information correctly and accurately to help you avoid HMRC enquiries.

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Compliance service

Many of our clients are business owners and using Affect for both the business and personal tax compliance can help optimise the overall financial position and keep things simple, efficient and streamlined.

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We are committed in helping you all the way, from knowing when to file to understanding information you need to report and the records you need to keep. Our compliance service includes calculating your tax position for the year and any payments on account you need to make for the following year, as well as advising on the scope to reduce your tax payments, or mitigate future liabilities using various available reliefs such as pension contributions, EIS investments and gift aid.

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Planning service

As well as fulfilling your annual income tax obligations efficiently, Affect will want to understand your affairs from a broader perspective so that they can help you plan for more major events in life, such as starting a new job, investing in a business, buying a house and continuation planning.

 

We have successfully helped business owners navigate the due diligence process and reach a liquidity event as well as advising on the tax implications of this and claiming Business Asset Disposal relief (BADR which was previously Entrepreneur’s Relief) where available.

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We will occasionally point you in the direction of an expert we have worked with before including lawyers, IFA’s and mortgage brokers so please do get in touch, we would love to hear from you.