Passing on your lifetime's wealth is a process that has to be done with the utmost care and precision. At present, the taxman can take up to 40% of your estate through inheritance tax (IHT) without the correct planning. Reducing your IHT liability is a fundamental aspect with your estate planning; lifetime gifts, the judicious use of trusts and care with transfer of agricultural and business property can all help reduce your IHT liability.
A continually complexing tax regime is putting a significant amount of emphasis on taxpayers to fulfil their individual responsibilities. We provide the professional advice and support you need to optimise your tax position, we specialise in:
|| Income tax
Capital gains tax
Trusts and estates
Non-domiciliary tax issues
Our expertise and experience will help you take full advantage of the tax saving opportunities available to you.
Hundreds of thousands of taxpayers are penalised every year by HMRC if deadlines are missed, appropriate records are not retained or incorrect returns are delivered. With our team of experts, we can take this time-consuming and confusing task off your hands with our Individual Self Assessment service. This service includes:
|| Calculating your tax liability
Advising you when various payments are due and calculating the amount
Liaising with your bank, building society, etc. to gather the relevant data for your annual returns
Completing and filing your tax return on your behalf
Advising on appropriate record retention
Presenting you with any available tax saving ideas
Representation on your behalf if you are selected for investigation by HMRC
The Greene Partnership is not authorised under the Financial Services and Markets Act 2000 but we are able in certain circumstances to offer a limited range of investment services because we are members of the Institute of Chartered Accountants in England and Wales. We can provide these investment services if they are an incidental part of the professional services we have been engaged to provide.
If you require any further financial advice, we are able to introduce you to independent Financial Advisors who can advise on all aspects of personal and corporate financial services, including pensions, life insurance, mortgages and investments.