Private Client Tax
Corporate & Business Tax
VAT Advice
Tax Investigations
Property Tax
Services for professional advisers
Knowledge Centre
News & Events
Careers and Opportunities
About ETC Tax
Contact Us
Full contact details available here.
Discover how our team of private client tax specialists can help you with all of your personal tax needs.
Inheritance Tax & Estate Planning
Inheritance tax is the tax paid on someone’s assets after they die (although it can also apply to certain transfers made during your lifetime).
Whilst it is estimated that only 1 in 20 estates in the UK pay IHT, when it does apply the IHT liability can be substantial. Â
IHT and estate planning involves making decisions and creating a plan on how to pass your assets to your intended beneficiaries in the most tax efficient manner, in some cases without also passing on control of those assets, particularly where minors are involved or on divorce, separation or bankruptcy.
Trusts
Trusts offer a flexible means of managing assets and provide a useful tool for asset protection and estate planning. We can help advise settlors, beneficiaries and trustees on the tax implications of establishing, managing and winding up trusts in the UK and offshore.
Residence and Domicile
More and more people these days find themselves spending periods of time living and working overseas but do not always understand what that means from them from a tax point of view.
Whilst some will only go abroad for a short period, and may need to consider their tax residency status, others may emigrate or move abroad indefinitely and may also need advice on their domicile position.
We can also assist non UK nationals coming to work or live in the UK.
Self-Assessment Tax Returns
For many people constantly changing legislation combined with increasing tax scrutiny has made the preparation of annual self-assessment tax returns a time-consuming, difficult and at times nerve-wracking process.
Getting your tax return wrong can be troublesome and expensive to deal with, particularly if you have complex tax affairs.
We provide assistance with self-assessment tax returns for those with complex tax needs or high net worth and wealthy individuals who feel they may come under more scrutiny.
Capital Gains Tax
Capital gains tax arises on the disposal of most (but not all) assets. We most often see capital gains tax liabilities arising in the context of the disposal of a property, shares, cryptocurrencies or a business and can advise on your capital gains tax liability taking into account any allowances and exemptions. We can also advise on the likely capital gains tax treatment of a transaction before it occurs to ensure that no planning opportunities are missed.
Pensions
Pension schemes can provide a great  tax efficient way to put money aside for the future. Despite this, statistics continue to show low levels of confidence in pensions with taxpayers commonly citing the limited level of return compared with other investment opportunities as well as undesirable restrictions on the use of the money and the timing and form of the benefits as the main reasons for not considering pension planning. We can advise on the use of UK pensions, as well as where relevant overseas pensions such as QNUPs and QROPs.
Testimonials
