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Tax Planning

Our expert tax accountants will guide you through commercial and tax implications to ensure the process is efficient and effective.

5/5

5/5

50+ 5-star reviews from clients

Tax Planning

Our expert tax accountants can review the commercial and tax implications of how your business is structured. Should it be run as a partnership or as a company? How should other business property be owned? Is your business exit strategy based on selling to a third party? Do you hope to pass a business to a younger generation? You may want to review tax efficiency of residential buy to lets, or commercial property. Tax advice in advance can help in all these scenarios and more.

The synergy created by Ward Goodman’s combination of Wealth Management and Tax planning is particularly relevant for your Estate planning needs.

Services We Offer

We can support the whole payroll process from

Stamp Duty Land Tax

Are you buying residential or commercial property, or advising clients who are making property transactions? Learn more about how we can help you.

Inheritance Tax (IHT) & Trusts

IHT is mainly charged on death. Your total wealth plus all gifts made in the previous seven years is taxable. This total is reduced by a nil rate band (NRB). If your spouse has predeceased you may have their NRB as well. Depending on the size of your estate, and the terms of your will, your estate may also benefit from an extra residence nil rate band.

Capital Gains Tax

Capital gains tax (CGT) is a tax on the increase in the value of your assets over the time that you have owned them including properties that you rent out, antiques or shares but you don’t have to pay CGT if you sell a car, or if you make a profit on selling the home you live in.

Come and talk before you sell or give away assets. Effective tax planning steps need to be considered before you sell.

What are the costs?

Your initial meeting with us is without cost or obligation. We will take into consideration the size of your business, the complexity of your payroll and the administrative support required.

We will provide you with a detailed breakdown of the services we can offer to ensure your payroll is managed in a timely and cost-effective way. Correct pay is most important to employees and so it is essential that the whole payroll process is comprehensively managed.

Why Ward Goodman?

ward goodman onboarding process.

Ward Goodman has a simple but effective onboarding process making this hassle free for you.

STEP 1

Referral from client, introducer or from website

STEP 2

Initial meeting is arranged at one of our offices and this is without cost or obligation

STEP 3

Meeting held to find as much information as possible and quote sent to client, which contains engagement terms.

STEP 4

Client accepts terms and billing and services automatically set up. Client details put on to our software.

STEP 1

Referral from client, introducer or from website

STEP 2

Initial meeting is arranged at one of our offices and this is without cost or obligation

STEP 3

Meeting held to find as much information as possible and quote sent to client, which contains engagement terms.

STEP 4

Client accepts terms and billing and services automatically set up. Client details put on to our software.

Book a Meeting

If you would like to discuss further, please book a meeting with an experienced member of our team. Simply let us know when’s best for you and we will get in touch to arrange a suitable time.

Need a Financial Advice? We Offer Professional Assistance Only!

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