Types of Tax Planning
Profit Extraction Bonus Planning Income Tax Mitigation Stamp Duty Land Tax Inheritance Tax Planning Capital Gains Tax Government Incentivised Schemes
Become an Introducer
Are you interested in Tax Efficient Planning for your clients, but are not sure about what is available and who you should be using?
Working with us, you will gain the benefit of our expertise and experience in this extremely specialised area, which you can use to benefit your existing clients or perhaps as part of your sales and marketing plans to grow your business.
What are the risks when you introduce a client to a Tax Planning specialist firm?
Firstly, what do you know about the Service Provider itself? What do you know about its track record?
Secondly, how do you evaluate whether the advice they are giving you is correct? Even if they have given you a copy of a QC opinion as evidence of the robustness of a particular strategy, are you experienced enough in this area to notice when Counsel is indicating that he is concerned about something? When the QC opinion is 50+ pages long, do you have the time to look for the caveats in the strategy?
Finally, how can you know what is going to happen if and when HM Revenue and Customs starts to ask questions about the planning your client has undertaken? Are you going to have to resolve the issue yourself?
Tax Analyst Ltd is a company set up to evaluate the effectiveness and suitability of tax planning strategies for our clients and introducers.
Most of our clients come through Accountancy practices and Independent Financial Advisers, who recognise the need for specialists to help them through the multitude of Service Providers offering these types of services.
If you would like to discuss how we might work together going forward, please complete the attached Questionnaire and we will contact you as soon as possible.
