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We have a range of services that are designed to help our clients protect and grow their personal wealth for now and the future.
We pride ourselves on having strong relationships with our clients and have a range of services that are designed to help business owners, high net worth individuals and family offices protect and grow their wealth for now and the future.
We understand that everyone is unique and have different goals and objectives for the future. We listen carefully to the specific needs of our clients, treating each as an individual and work to deliver exceptional service through practical, bespoke advice, tailored to an individual’s priorities.
Whether you are a self-employed individual, a business leader, or just someone with additional sources of income trying to sort out your tax affairs, our friendly team are here to advise you on the most tax efficient options to protect your wealth.
We can prepare and submit your returns to ensure that you remain compliant of your obligations, whilst guiding you through the various reliefs and allowances that can apply to your case.
Isaacs’ knowledgeable team can help you in the efficient preparation of your self assessment tax returns. We will carry out the necessary calculations, complete the return and file it with HMRC in a timely manner.
If you are planning to make a disposal of a capital asset (such as a share of a business, stocks and shares or a property), speak to one of our specialist advisers who can help you to make the most of any capital gains tax reliefs and exemptions that may be available to you.
Our inheritance tax service helps you make full use of lower tax rates and any exemptions on lifetime transfers; optimise these between spouses and transfer agricultural or business property.
Our Private Client Services team have a wealth of experience in advising on and implementing strategies for the effective transfer of assets during your lifetime, or throught he use of wills and trusts. We can also advise on appropriate life assurance in order to account for inheritance tax liabilities.
Here at Isaacs, we work to advise clients with non-domicile status strategies designed increase tax efficiency and fulfilling your reporting obligations.
Whether you are coming to the UK, leaving the UK or planning long-term residence, our experienced team can help you understand the rules relating to residency and domicile and can advise on structuring your tax affairs in the most efficient manner.
Our estate planning team can help you formulate a plan on how to transfer wealth to your future generations in a manner that protects your wealth and maximises the value of your assets.
We can provide guidance and help with creating a Will, gifting of assets, and making full use of lower tax rates and any exemptions on lifetime transfers.
We can also help you to transfer assets into trust. We have many years of experience in advising on the most suitable type of trust to suit your circumstances, setting up trusts and assisting businesses and individuals with the accountancy issues surrounding trusts.
Relying on the State Pension may not prove to be adequate for a comfortable retirement. For this reason, individuals may wish to make use of a personal pension, or a good employer pension scheme.
We can help you navigate the workplace pension process and ensure that your company is compliant in the most cost-effective way.
Where appropriate, we can introduce you to a specialist that can help you tailor a more specific pension arrangement that meets with your individual needs.
We can advise on methods for extracting profits from your business; remuneration strategies; the making of tax-efficient savings and investments; gifting strategies; planning for your retirement; personal tax planning and much more.
Being subject to an investigation by HMRC can prove to be a worrying, and often unpleasant, experience. Our experienced advisors are here to help and support you through the process whether it be dealing with simple compliance checks to much more complex investigations raised by the Fraud Investigation Service or the NCA.
We can help you to prepare for an investigation and help to mitigate your exposure to penalties and fines.
For more information, please contact us.