Income & Capital Gains Tax Planning

It is important to recognise that your tax affairs don’t stop short at completing a Self-Assessment Tax Return. Income tax planning is an important year-round process to ascertain if there are any steps that can be taken to reduce your tax liability and create a more efficient tax result.
Similarly, from selling your business to disposing of shares, planning for and seeking ways to reduce potential Capital Gains Tax is essential if you are intending to dispose of assets. Many people are unaware that even simply gifting an asset can trigger a liability to Capital Gains Tax.

We can identify tax planning strategies at an early stage, allowing you to restructure your affairs, minimising your current tax liabilities, but always with an eye on the future, and changing personal circumstances to ensure tax efficiencies going forward.

Derek Mitchell web

Key Contact

Derek Mitchell
Partner

This email address is being protected from spambots. You need JavaScript enabled to view it.
+44 1224 625111

Our Plus Factor

Our Plus Factor

Our Global Reach

Our Global Reach

Client Testimonials

The plus factor in action

"AAB have proactively managed my tax affairs for more than ...

Peter Lazzari

Read More...

"AAB have been our accountants for many years. Having AAB ...

A.R. Mathers & Sons

Read More...

"Lynn and the team have been excellent at assisting with ...

Peter

Read More...

"We have an excellent relationship with AAB formed over 7+ ...

Stanley & Evelyn Morrice

Read More...

"Upping sticks and moving overseas to work/set up home, is ...

Fraser Louden

Read More...

"At CLP we've worked with AAB since setting up the ...

The Commercial Law Practice

Read More...

"AAB provide invaluable support and assistance, working closely with us ...

Mackie Ramsay Taylor

Read More...

"I was really impressed with the knowledge displayed by the ...

George Sim

Read More...

“There are huge benefits to using this multi-disciplinary firm. When ...

Milmor Properties Ltd

Read More...

"They're on your side......A2B stepped in after HMRC continuously got ...

Ted Reay CNR International (UK) Limited

Read More...

"I was faced with both the scary and depressing realisation ...

Anonymous

Read More...

"I have been very much looked after by the Private ...

Joanna Robertson

Read More...

"Members of my family company, Robert Duthie and Sons Ltd ...

Robert Duthie and Sons Ltd

Read More...

"My relationship with AAB has grown as the business has ...

Alex Wiseman

Read More...

"AAB's IHT, Trusts and Estates team looked after the tax ...

Keith Fletcher

Read More...

"The Private Client Tax Department at Anderson Anderson & Brown ...

DR

Read More...

"I have been a personal tax client of AAB for ...

Peter Williams

Read More...

"When I decided to embark on Inheritance Tax planning, I ...

James Thom

Read More...

"Different Class! I became a client of AAB approximately a year ...

Steve Bonsor

Read More...

"The same Private Client individuals have looked after my personal ...

Jon Murphy

Read More...

Case Studies

The plus factor in action

Background International North American listed and based specialist foods producer acquired ...

Food & Drink: Case Study 3

Read More...

Background Successful UK based data record management and software solutions provider ...

IT/Software: Case Study 1

Read More...

Background A Dental Practice Partnership wishing to increase the practice turnover ...

Healthcare: Case Study 4

Read More...

Background Oil services company with worldwide activities required renewal and extension ...

Oil & Gas - Services: Case Study 2

Read More...

Background Within the hospitality sector, a football club with multiple revenue ...

Leisure, Retail & Hospitality: Case …

Read More...

Background A family led estate with a traditional mix of forestry ...

Rural: Case Study 1

Read More...

Background A legal firm disposing of their business requiring Corporate Finance ...

Professional Services: Case Study 2

Read More...

Background A start-up coffee shop requiring a range of support services

Food & Drink: Case Study 2

Read More...

Background We were approached by an overseas national oil company because ...

Oil & Gas - E&P: Case Study 2

Read More...

Background A local retailer looking to expand their market coverage by ...

Leisure, Retail & Hospitality: Case …

Read More...

Background The Corporate Finance team had been working closely with a ...

Facilities Management : Case Study 1

Read More...

Background Start-up of Spirits Distiller based in Scotland. Entrepreneur behind the start-up ...

Food & Drink: Case Study 1

Read More...

Background Business providing transport services to public and corporate clients with ...

Leisure, Retail & Hospitality: Case …

Read More...

Background Having been recently appointed advisors to a company that rents ...

Construction & Property: Case Study …

Read More...

Background A professional services LLP weighing the benefits of transferring their ...

Professional Services: Case Study 1

Read More...

Background Successful UK based owner managed aquaculture business which has experienced ...

Fishing: Case Study 1

Read More...

Background Our client commenced in business as a property developer. Over ...

Construction & Property: Case Study …

Read More...

Background The Corporate Finance team supported an existing client of the ...

Technology & Media: Case Study 1

Read More...

Background Due to generic clauses contained in a contract held between ...

Oil & Gas - Services: Case Study 4

Read More...

Background An entertainment venue with limited resource in their finance team ...

Leisure, Retail & Hospitality: Case …

Read More...