Business tax and personal tax advice & planning

We all accept that paying tax is a fact of life but nobody wants to pay more than necessary. When you work with HB&O Chartered Accountants and Financial Advisers in Leamington Spa, Coventry and Warwickshire, our expert business tax and personal tax advice and planning will keep you fully compliant with HM Revenue & Customs (HMRC) while ensuring that your financial affairs are organised in the most tax-efficient way.

Our team of tax specialists will work with you in the context of an ever-changing tax environment, the latest legislation and the latest financial planning requirements to identify and take advantage of all the reliefs and concessions appropriate to you.

We'll look at all aspects of your business tax and personal tax needs, providing practical advice and guidance geared to your individual circumstances.

Because we look at the whole picture, we provide practical advice and guidance on all your business and personal tax needs, geared to your specific circumstances, so we're also ideally placed to advise you on issues including estate planning.

Our expert Independent Financial Adviser (IFA) team at HB&O Financial Services also works with clients across Warwickshire to assist with broader financial planning and wealth management.

If HMRC does select you for a random tax investigation, or move on to a more detailed enquiry into all or part of your tax affairs, we offer fee protection insurance that will cover the cost of our fees while we support you through the process. Our business tax and personal services include:

• annual income tax returns
• capital gains tax planning
• company car taxation
• corporation and partnership tax planning, including tax computations and returns
• corporate group structures and business succession planning
• employee benefits planning
• inheritance tax
• minimising tax liability
• maximising profit extraction
• self assessment tax returns and returns of benefits in kind (P11Ds)
• share incentive schemes
• shareholder exit planning
• strategic tax planning
• tax investigations
• VAT planning and compliance
• VAT and PAYE health checks.

For more information on how we can help you with business tax or personal tax advice and planning issues, please contact us.

To find out more about how our accountants and Independent Financial Advisers in Leamington Spa, Coventry and Warwickshire can help you, please contact us on 01926 422 292 (Leamington) or 024 7663 1303 (Coventry) or at info@hboltd.co.uk