Tax Advice
While our main focus is on internationally mobile clients, we also provide strategic tax planning for UK residents seeking to manage their personal tax affairs efficiently.
Typical services include:
General Tax Planning
Frequently Asked Questions
UK inheritance tax is charged at 40% on estates with a value exceeding the nil-rate band (currently £325,000). The residence nil-rate band adds up to £175,000 if leaving a home to direct descendants. Married couples can combine their allowances, potentially passing £1 million tax-free to the next generation.
Yes, several options exist. You can give away £3,000 annually (the annual exemption), make regular gifts from surplus income, and give unlimited amounts if you survive seven years (potentially exempt transfers). Wedding gifts have special allowances (£5,000 to children, £2,500 to grandchildren). However, gifts above these limits may result in inheritance tax for the estate if you die within seven years.
Yes, tax planning is both legal and prudent when done correctly. There’s a clear line between tax avoidance (which is using legal allowances and reliefs as Parliament intended) and tax evasion (which is illegal, like hiding income or falsifying information). All the strategies we recommend are fully within the scope of UK law. In fact, HMRC provides many of these reliefs (like ISAs, pension relief, inheritance tax gifts) specifically to encourage taxpayers to arrange their affairs efficiently. We simply help you take full advantage of what you’re entitled to.
With HMRC’s expanded reporting and strict penalties, keeping your tax filings accurate and up to date is essential.
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If you’re arriving or returning to the UK, expert tax advice is essential to understand your obligations and stay fully compliant with HMRC.
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