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.

Client Testimonials

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

Keith Fletcher

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

Peter Lazzari

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

James Thom

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

Robert Duthie and Sons Ltd

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

Steve Bonsor

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

Mackie Ramsay Taylor

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

Joanna Robertson

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

A.R. Mathers & Sons

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

DR

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

The Commercial Law Practice

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

Jon Murphy

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

Ted Reay CNR International (UK) Limited

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

Anonymous

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

Peter

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

Alex Wiseman

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

Fraser Louden

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

Stanley & Evelyn Morrice

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

George Sim

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

Peter Williams

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

Milmor Properties Ltd

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Case Studies

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Background A small but internationally focused company providing specialised drilling services ...

Oil & Gas - Services: Case Study 3

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

Healthcare: Case Study 4

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Background Specialist lender and savings bank offering products to SME’s, homeowners ...

Financial Services: Case Study 1

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Background Preparation of detailed financial projections for a housing association in ...

Housing Associations: Case Study 1

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

Leisure, Retail & Hospitality: Case …

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Background A local property developer struggling with funding and looking to ...

Construction & Property: Case Study …

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Background A Dental partnership buy-out requiring a range of support services

Healthcare: Case Study 1

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

Food & Drink: Case Study 3

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Background A local retailer running a profitable business but under pressure ...

Leisure, Retail & Hospitality: Case …

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

Technology & Media: Case Study 1

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

IT/Software: Case Study 1

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Background One of the world’s largest window covering companies based in ...

Construction & Property: Case Study …

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

Food & Drink: Case Study 2

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

Oil & Gas - E&P: Case Study 2

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Background A local business had a requirement to obtain additional funding ...

Healthcare: Case Study 2

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

Construction & Property: Case Study …

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Background A UK energy company requiring tax compliance advice for their ...

Oil & Gas - E&P: Case Study 3

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Background UK Motor retail group operating a nationwide chain of franchised ...

Leisure, Retail & Hospitality: Case …

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Background We were engaged by an oil and gas services company ...

Oil & Gas - Services: Case Study 5

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

Professional Services: Case Study 2

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