Accounting Services

Tax planning and compliance

Self assessment for individuals and partnerships means that taxpayers are legally obliged to meet HM Revenue & Customs deadlines to avoid unnecessary fines and interest charges.

Our team at Lee & Co are highly experienced professionals in this field. We can help you to meet all your tax obligations, whether you are a private client, a sole trader, in a partnership or are a company director.

Our services includes:

• preparing personal, partnership and trust returns, together with tax computations
• corresponding with HM Revenue & Customs and dealing with any enquiries under the self assessment legislation
• tax-efficient remuneration planning
• planning advice on disposal of chargeable assets to maximise utilisation of roll over and hold over reliefs
• planning advice regarding tax savings schemes, e.g. Enterprise Investment schemes
• pension planning
• inheritance tax advice
• advising sole traders and partnerships on their business structures and planning incorporation if it is tax advantageous
• Stamp duty and stamp duty land tax.

If you wish to know more about our tax services, or would like to arrange a free initial meeting in order to discuss how we can help you in more detail, please contact us.