Tax Planning

We’ll discuss your future plans and goals to help determine a course of action that best suits your requirements

For many people, tax is something that’s only addressed at certain times of the year. However, if you really want to keep your tax bill to a minimum, consistent tax planning and carefully evaluating the decisions you make could have a big impact on your business.

With our help, you can make informed choices about issues that could affect your tax bill and devise strategies that will make the most of the tax reliefs, allowances and credits that are available to you.

Our tax planning services are far-reaching, and just some of the issues we can support you with include:

  • Cash and profit extraction
  • International tax advice
  • Land and property
  • Share schemes
  • Structured tax products
  • Tax efficient business structures
  • Succession and sale
  • Transaction planning
  • Trust and Estate planning
  • Wealth preservation

Tax planning begins with careful evaluation of your financial situation. We’ll discuss your future plans and goals to help determine a course of action that best suits your requirements.

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Angela Mitchell – Partner

Angela has 16 years of experience in tax and is both a Chartered Accountant and a Chartered Tax Advisor. She is a member of the Institute of Chartered Accountants of Scotland and the Chartered Institute of Taxation. Angela is an experienced tax advisor, specialising in advising owner managed businesses and entrepreneurs on all aspects of their tax affairs including personal tax, corporate tax, capital gains tax and inheritance tax.

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Donna Oswald – Partner

Donna has over 11 years experience in the field of business advisory and tax and is a member of the Institute of Chartered Accountants of Scotland. Donna qualified at a small independent firm in her home town of Perth, gaining excellent experience in all aspects of accounting, tax and bookkeeping. She passed all of her professional exams first time.