Taxation services and advice in Bath and surrounding areas

Our team of experienced tax advisers will work closely with you to ensure that you pay the minimum tax required by law.

We cover all business tax matters, including:
• Preparing income tax computations
• Corporation tax computations
• Corporation tax self assessments
• Preparing tax returns
• Preparing low risk tax mitigation strategies

Self assessment tax services

For filing self assessments, the legal responsibility for correctly calculating the tax liability falls on you. The increased reporting obligations, investigation policies on the part of the tax authorities and harsher penalties for non-compliance mean that your time and resources can be taken up with tax administration. In order to overcome this, we will help to minimise tax exposure and relieve the administrative burden of compliance with current tax legislation.

With HMRC’s drive towards a quarterly digital tax reporting system for everyone, we will be there to support our clients ensuring compliance whilst minimising the additional amount of work required to report four times a year rather than one.

Estate planning

When planning to transfer an estate, it is important that adequate provisions are made. Getting the correct balance requires a high level of skill and foresight, alongside knowledge of the current tax regime. We offer a discreet, comprehensive estate planning service through our associated company PG Legal Services Ltd.   As corporate members of the Legal Services Guild we are qualified Barrister Intermediaries and have direct access to over 400 Barristers and Queen’s Counsel, a source of specialist advice only traditionally reserved for solicitors.

Life is full of “What Ifs”.  In discussing your needs we ensure you are fully aware of the consequences of your wishes and have solutions to ensure your legacy is fully protected from sideways disinheritance or external creditors.  We help you secure this with the LSG Legacy Plan™. This is a modular plan that protects your wealth both during your lifetime and beyond.

This includes:
√ Optimising lifetime transfers between family members
√ Transferring agricultural or business property
√ Transferring assets into trust
√ Help with planning and reviewing a will
√ Complete will writing and probate service
√ Making full use of exemptions and lower tax rates on lifetime transfers
√ Arranging adequate inheritance tax liabilities

LSG are not only focused on legacy planning, the wide range of Barristers available to us mean we can provide you with any legal service you may require, be it shareholders agreements, business buy and sell agreements, contract issues, litigation and divorce.   In fact any legal requirement you may have can probably be dealt with by our team of Barristers.   Just ask for details.

 Let us assist you with your tax returns by calling us on:

01225 422183