We curate innovative and tenacious solutions to wrap around every client, their family and their business. Bringing a practical perspective that cuts through the white noise, we challenge the status quo to provide clarity and deliver results.
“I work with entrepreneurs, wealthy families and their financial advisors, lawyers and trustees to create contemporary, tax-effective and multi-generational arrangements that are practical, cost-effective and tax mitigating.
I guide long term tax planning projects, working organically with clients to evaluate options, influence strategy and delivery practical solutions.”
Leila Sangar, Founder and Chartered Tax Advisor
OUR TEAM
A handpicked set of professionals, each bringing a diverse set of skills and knowledge. Chosen for their practical skills and experience as much as for their qualifications, every individual is committed to constant improvement and a willingness to learn, train and encourage each other in our craft.
OUR SERVICES
Individuals
Self Assessment Tax Returns
Capital Gains Tax Reporting (60 Days)
Domestic Payroll
Bill Payments
Family Accounts
Estate
Inheritance Tax Mitigation
Will Writing
Lasting Powers of Attorney
Executor Appointments
Business
Trading Structure
Payroll & HR
Streamlining book-keeping & VAT
Annual accounts and Tax Compliance
Company Secretarial
Registered Office
Property
Rental Accounts
Annual Tax on Enveloped Dwellings (ATED)
Register of Overseas Entities (ROE)
Non UK resident Company accounts
UK resident foreign companies
Capital Gains Tax Reporting (60 days)
VAT
Ownership structures
Main Residence Exemption Claims
International Clients
We have a wealth of experience advising clients located outside the UK.
Owning property in the UK remains an aspiration for many individuals for a multitude of reasons. However the UK Government has significantly changed the landscape for non residents owning UK property.
Ongoing interactions with different Government services will be required, each requiring their own reference numbers, compliance route and deadlines.
Professional support is highly recommended and most of our clients engage us to provide all relevant services.
The Register of Overseas Entities is the latest compliance obligation to be introduced: with a 31 January 2023 deadline for all relevant owners, a hefty £2,500 fine for failing to register and an intense identity verification process.
Furthermore property transfers in the UK can no longer be registered by a non resident entity (non natural person) without a Registration number. In practice this means most purchases and sales will not proceed until the Registration is completed so any entity contemplating a transaction before 31 January 2023 is advised to register immediately.
We are authorised agents currently taking instructions from overseas entities and beneficial owners in this challenging area.
International Client Services:
Ownership opportunities to consider - limited company, Trust, LLP, direct or joint ownership
ATED registration
Stamp Duty
Capital Gains on disposals, calculations and reporting regime
HMRC Trust Register filings
Inheritance tax mitigation
Annual ATED returns, exemptions, payments and special situations.
Annual income tax or corporation tax returns
VAT returns and book-keeping
Annual accounts
Register of overseas entities - annual filing
Option to Tax and VAT considerations (commercial property only)
CONTACT US
If you are interested in starting a conversation about how we can work together, please do get in touch to arrange a call.
OLIVE ROSSLEY
Tax and Accountancy Services for HNW Individuals, Families and Businesses