Secret Sauce
Life, goes on day after day – Gerry Marsden
We work with growing and ambitious individuals, businesses, and trusts, providing tax strategy and planning advice to accelerate growth, maximise potential and retain your legacy for your family. We are hands-on for those who want that, and at the end of the phone for those that don’t..
When we do a job in an hour it’s because we spent 25 years learning how to do it in an hour – so you pay less
Our ‘hands-on’ experience means we can fix property tax problems by working directly with you to legitimately minimise your tax while making sure you understand and fulfil your legal obligations
To us, it means the right amount of tax, on time, every time, but not a penny more than is legally due
Here are the ingredients we use..
The recipes have been crafted over many years with input from specialists across the professions
Every day we have meetings with clients, and their experts who share their best ideas with us, so we’re right on the pulse with exactly what works, and what doesn’t..
We do NOT use tax avoidance schemes. Done properly, planning using mainstream legislation, combined with our many years’ experience, may achieve better client outcomes, with much less risk
Our team are ex-HMRC/ex-PwC property tax experts who utilise all statutory exemptions and allowances in the following structures and more:
- Joint ownership
- Limited company
- Limited liability partnership
- Plc
- SIPP/SSAS/DB SSAS/QNUPS/(Q)ROPS/EPUT
- Sole ownership
- Employee Ownership Trusts
- Trusts
When appropriate, we encourage clients to seek Independent Financial Advice on tax efficient investments which are Government-approved investment schemes that give investors tax relief (also known as tax-breaks) on investments into qualifying companies or investment vehicles, including:
- Alternative Investment Market (AIM)
- Enterprise Investment Scheme (EIS)
- Individual Savings Accounts (ISA)
- National Savings & Investments (NSI)
- Pensions
- Seed Enterprise Investment Scheme (SEIS)
- Venture Capital Trusts (VCT)
- Business Relief (BR)
All client reports are personally crafted by our team of Chartered Tax Advisors and are bespoke to individual client circumstances and requirements
If you want additional peace of mind, we’ll obtain for you a Barrister’s report on the advice and recommendations being made, but that will cost extra
Property tax, sorted.
Testimonials
- “Having been a client for around 20 years, they have assisted us many times, always putting our interests first. They have always acted with honesty and integrity. With a wide network of professionals an answer is always found to whatever problem has been presented to them.”
- Richard Mancey
- Managing Director, Paultons Park Ltd
- “Acted for me since 1998. Great ability to look at the bigger picture and always with my interests uppermost. Well connected and typically brings other professionals in to the advice process”
- Patrick Trant
- Chairman, Trant Engineering Ltd
- “I have been a client for more than 10 years throughout which time I have found them to be professional and competent, operating as part of a team with a wide knowledge of tax and related planning. They put my interests first and are particularly good at explaining technical subject matter in a straightforward way”
- Anthony Mowatt
- Chairman, Keystone Legal Ltd a Sunday Times Top 100 Track company
- “In almost twenty years of working for us they have acted with honesty and integrity as one of our trusted advisers. We are always treated as important and nothing is too much trouble”
- John Reilly
- Managing Director, John Reilly (Civil Engineering) Ltd
- “Worked for me for more than 15 years on a variety of projects, large and small. They are particularly adept at using applied knowledge and expertise to work with their network of professionals to deliver my goals. I have found them very easy to work with and happily recommend them to others”
- John Clark
- Managing Director, T Clark & Son Ltd
