3 minute read
Facing Tomorrow’s Challenges
- Thursday 4th June
- 9.30-11:30am
- Cooper Parry - Reading
PERSONAL TAX
Our personal tax advice covers everything from selling assets, advice around property and where you are resident for tax purposes (domicile), to planning to minimise inheritance tax on death and setting up trusts.
Get In Touch
Personal tax covers everything that happens to you as a person. And our personal tax advice covers everything from selling assets, advice around property and where you are resident for tax purposes (domicile), to planning to minimise inheritance tax on death and setting up trusts to protect your family.
MAKE YOUR LIFE COUNT
We work with all sorts of people – family business owners, entrepreneurs, shareholders and landlords. It all starts by getting an understanding of your situation, finding out about the people you care about, the money you’ve worked for and where we can help you the most. It sounds obvious but personal tax advice is personal.
OUR PERSONAL TAXATION SERVICES
You could come to us for personal tax advice on something simple like helping you prepare your annual tax return, where you’ll want to know it will be submitted, compliant and on time each year.
You might want clarity on residency status or tax if you have property abroad or you’re a non-UK domicile.
Or, you might be thinking about a big life or business event. We help people protect and pass on wealth using Trusts. We’ll help you with Capital Gains Tax, where we’ll maximise the reliefs available if you’re selling an asset such as property or shares.
And we can help you plan for your inheritance too, looking at how you’ll structure your estate in the best way possible to look after the people or causes you care about.
TAXATION SERVICES MADE EASY
Giving you personal tax advice all starts with listening to you. Our advice is bespoke to every person that we work with. And if you get in touch, it’ll be unique to you and your family.
The reason our tax team is award-winning is simple. It’s because we really care about the people we work with, and our clients value our straight-forward advice and expertise. We’re ultimately driven by knowing we’re looking after people, their loved ones and the things they care about most.
OUR SERVICES INCLUDE
Tax Compliance
Tax compliance is pretty simple to explain. It’s making sure you’re abiding by HMRC’s rules and regulations when you submit your tax returns. At Cooper Parry, our tax team can make sure that’s the case.
Inheritance Tax
When it comes to inheritance tax advice, we typically work with people and their entire family – sometimes looking after three generations. We’ll review and advise you on your Will, work out a strategy to protect your wealth and consider options such as placing your assets or money into a family investment company (FIC) or trust. We’ll work with lawyers and our wider tax team to protect your assets and give you peace of mind.
Trust & Estate Planning
Trusts are ultimately created to help a beneficiary or a group of beneficiaries. They are flexible and there can be huge tax advantages. They can be used to loan money for properties, pay for school fees, provide a regular income and much more.
Residence & Domicile
Your residency and domicile status can change the way you pay certain taxes. You may be a resident in one country but domiciled in another. In which case, you’d be a non-domiciled resident. This means you’d pay tax on overseas income in a different way. And we help people work out where to pay tax, how much tax to pay and the most efficient way of paying it.
Property & Landlords
Supporting property owners with all aspects of running a property portfolio including Stamp Duty, Trusts and Capital Gains Tax. We’ll make sure you’re using the right structures to maximise tax efficiency and save money.
Let’s talk today
Want us to call you? Let’s start a conversation!
Get in touch with Sarah Axe
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Reviews
ANDREA, JAN 25
“I really enjoy working with Cooper Parry and value the partnership we’ve built. One area that could make our collaboration even smoother would be to review the supporting information and documents we provide before requesting them again. Additionally, having consistency in the changes requested from one scheme to another would help us work more efficiently and avoid confusion.”
JAMES, JAN 25
”Speedy responses and helped me as I was new to payroll.”
CHRIS, JAN 25
“CP took the time to understand our business – they listened. Rather than sending a ‘standard’ deliverable request, they picked up the phone to discuss first. Always good to talk.”
NIGEL, JAN 25
MARTIN, JAN 26
”Very good, very receptive , very pragmatic which is very welcome from an auditor.”
GREGORY, JAN 25
ANDY, MARCH 26
“We used the payroll service, and whilst it may seem strange that having recently changed to another provider, to give a 4 star rating, the move was simply because of commercial considerations ( the new provider becoming a sponsor of the football team). The service we had from yourselves was excellent in being exceptionally flexible given our own issues with not always giving timely details for the weekly wage comps, altering them after first draft of payroll etc. Staff often made themselves available outside office hours to complete the payment process.”
RYAN, MARCH 26
“Great team with knowledge experts that are brilliant at rallying together when there is an urgent topic that needs covering – however fees are slightly expensive vs. LFL providers/legal firms”
GUY, MARCH 26
“Always very helpful staff in terms of explaining and walking through processes with us. The audit and tasks are completed on time”
SEAN, MARCH 26
“The communication from Jess, Jo and Glen has been superb. They are all very approachable and it’s a pleasure to work with them. I also find the online portal Inflo to be very user friendly and easy to use. Communication with the more junior members of the team can sometimes be a bit of a challenge if they aren’t fully certain on the questions they ask however this is completely understandable with them being at the start of their career journey. They are also very approachable and keen to ensure the correct outcome is reached.”
