Tax Planning

  • Estate Planning
  • With an increasing number of individuals coming within the Inheritance Tax threshold. Appropriate Estate Planning is crucial to ensuring that the maximum levels of wealth are passed down to the chosen beneficiaries.

    Hamilton Reiss will work alongside the client utilising areas such as trusts, maximising allowances or ensuring life insurance is in place to cover any tax due and maximise the size of the estate.

    Even if the clients’ assets are below the IHT threshold, Hamilton Reiss will work alongside the client as planning and a well drafted Will can ensure that the assets will go to their chosen beneficiaries.

  • Personal Tax
  • Hamilton Reiss provides advice to clients in relation to Income Tax and Capital Gains Tax for their personal & business income.

    The advice ranges from areas such the most efficient investments from a tax perspective or Entrepreneurs Relief to advising on tax due arising on position of employment overseas.

  • Corporate Tax
  • Corporation Tax is due on the profits and gains on limited companies. Hamilton Reiss works with the client to ensure that the company’s structure is optimised to reduce the tax liability.

    Areas that this would cover would include the split between employment income and dividends for directors, taking full advantages of reliefs on acquisitions and making the most of tax opportunities specific to your industry.

  • Property Tax
  • The full range of taxes can be involved with the business of development and investment in property.

    • Capital Gains Tax
    • Corporation Tax
    • Income Tax
    • Inheritance
    • Tax
    • Stamp Duty
    • VAT

    Due to the wide range of taxes which can be due in property related transactions Hamilton Reiss works with its client from the outset of the transaction, to deal with the interaction between the taxes and ultimately to reduce the tax liability.

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  • Investments
  • There are a multitude of investments an individual can make to maximise their wealth. All these relevant investment products have their own specific tax treatments.

    Hamilton Reiss provides advice on the taxation of individual investment products and also on the specific schemes such as Venture Capital Trusts and Enterprise Investment. Schemes.

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