Our experienced tax planning team can provide pro-active advice whether planning for your future or a particular event. Using our depth of knowledge across a range of taxes, our advice is given in a straightforward manner, always with the client’s needs and wants at the forefront of our minds.
There are a wide range of reliefs and provisions available that can be utilised to reduce tax liabilities now and in the future. We find the key to the majority of tax planning is timing, whether this is with regards personal IHT planning or corporate restructuring, the earlier tax planning is considered the better.
One particular area we strive on is our ‘All Taxes Review’ – our Family Bible. Often when one particular tax is considered it can have implications on other areas, our Family Bible ensures that all aspects are covered and is prepared in such a way that it can be revisited year on year.
Our ‘All Taxes Review’ doesn’t only cover family situations, it can be adapted to cover Corporate vehicles, concentrating on the life cycle of the company and succession.
All six of the DHCO directors are tax specialists. With the firm’s director-led approach, each of them actively manages tax enquiries from our clients. They have also trained the tax planning team and passed on their extensive knowledge that has been built up over 35 years of service.
Even when a business has different ownerships, multiple trusts and several revenue streams, DH&Co are incredibly efficient and thorough at tax planning. They leave no stone unturned and are well informed about potential tax relief that is available.
We have built a strong relationship with Sheryl and the DH&Co team having worked with them for over a decade. They got under the skin of our business early on and have always been incredibly supportive and provided useful advice as we have grown and adapted over time. From bookkeeping to tax planning, we appreciate the continuity and excellent service that comes from using the same firm for all services.
“We are really enjoying working with the team at Douglas Home & Company. Their professionalism and proactive approach to providing a wide range of financial services has already enabled us to work more efficiently streamlining some of our internal processes.”