Tax advice should be far more than simply telling you how much tax to pay on 31 January.

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At Opes Tax we offer a bespoke service that will mean you are aware of all relevant tax planning opportunities and we will have regular contact with you throughout the year.

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Wealth brings complexity to financial and tax affairs and Opes Tax are experienced in advising clients with complex tax positions and structures.

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When we first start working together, we will offer you a Wealth Review - a review that will help identify tax planning opportunities, review if assets are held in a tax efficient manner and ensure all relevant allowances and reliefs are maximised.

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The advice that can be provided to an individual is vast and some of the recent advice

provided has included:

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• year end capital gains tax planning

• principal private residence relief elections

• inheritance tax planning, including creating a family trust

• maximising pension contributions

• establishing a charitable trust and determining the most tax efficient way to fund it

• leaving the UK

• rollover relief

• advice on how to structure a new business venture

• reviewing and commenting on wills and their tax efficiency

• reviewing tax payments

• incorporating a rental business

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If you would like a free no-obligation meeting to discuss how we could help you, please get in touch.

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