Types of Tax Planning
Profit Extraction Bonus Planning Income Tax Mitigation Stamp Duty Land Tax Inheritance Tax Planning Capital Gains Tax Government Incentivised Schemes
About Us
Matthew Evans, who founded Tax Analyst Ltd, has over 20 years experience in tax and tax mitigation strategies.
His career includes leading a Big 4 "Scheme Team", and developing Tax Products for a market leading niche tax strategy firm.
In the UK, there are a number of accountancy practices, law firms and niche tax planning boutiques that develop “Planning Strategies”. All of these companies believe that they help clients to legally minimise their tax, either by arranging their tax affairs or investments to use reliefs introduced by the government, or by using legislation in a way that hadn’t previously been envisaged. All of these firms have invested large amounts of time and money developing and honing their products.
However, a number of these strategies are still doomed to failure, either because the technical elements of the strategy are flawed or because the implementation of it is inadequate. In addition, HM Revenue and Customs takes a hostile view to much of this planning, even those products that are based on the reliefs introduced by governments. Many Planning Strategies have to be registered with HM Revenue and Customs under the Disclosure Of Tax Avoidance Schemes (DOTAS) regulations, and clients should not undertake such planning without understanding what this means.
So how do we help?
Tax Analyst Ltd employees have come from the tax planning industry and have a background in tax planning. They understand the way that Planning Strategies are put together and so can assess each new strategy as it comes onto the market.
We carry out Due Diligence on each Planning Strategy, which includes:
Reviewing the technical proposition, including reviewing any QC opinions relating to the strategyAssessing the risk profile of the strategyAssessing the Service Provider’s ability to implement and defend the strategyAssessing the Service Provider’s defence commitment to the strategy
When we meet a client, our role is to:
Assist the client to evaluate the Planning Opportunities availableEnsure that clients has a “warts and all” assessment of risks involved of any planningIf a client understands and is comfortable with the risk profile of a particular strategy, to introduce clients to a suitable Service Provider.
Types of Planning
The types of planning that we can discuss with you include:
Tax efficient bonus planning for your businessTax efficient profit extraction for your businessIncome Tax MitigationStamp Duty Land Tax planning
