Tax Planning & Advice

Tax Planning & Advice

Tax laws are constantly evolving, making it essential to stay informed and proactive. At Chandler & Partners, we offer expert tax planning advice to help individuals and businesses minimise tax liabilities, ensure compliance, and maximise financial efficiency.

Our tax planning and advice services are designed to provide clear, strategic guidance tailored to your specific needs. Whether you require corporate tax planning, inheritance tax planning UK, or assistance navigating the complexities of financial planning and tax advice, our experienced team ensures you remain compliant while protecting your wealth.

We offer fixed fees, agreed in advance, so you can plan with confidence. Our services seamlessly integrate with accounting, auditing, and business exit strategies, ensuring a comprehensive approach to tax planning UK.

Corporate Tax

Corporation Tax can represent a significant portion of your business expenses, making strategic tax planning essential for financial efficiency.

At Chandler & Partners, our specialist tax advisors provide expert corporate tax planning solutions to help minimise tax liabilities, optimise tax relief opportunities, and ensure full compliance with UK tax regulations.

Personal Tax

Navigating personal tax can be complex, but with the right tax planning and advice, you can reduce your tax burden while ensuring compliance with HMRC regulations. Our dedicated tax specialists provide tailored financial planning and tax advice for individuals and families, helping you make informed decisions that safeguard your wealth.

Whether you need assistance with inheritance tax planning in the UK, capital gains tax, or income tax optimisation, we offer clear, strategic solutions designed to legally minimise your tax liabilities. We also provide insights into tax planning vs tax advice, ensuring you understand the best approach for your financial situation.

Capital Gains

Capital Gains Tax (CGT) can significantly impact your financial position when selling assets such as property, shares, or business interests. Careful tax planning and advice are essential to ensure you minimise your liabilities while remaining fully compliant with HMRC regulations.

How We Can Help with Capital Gains Tax Planning:

  • Tax-efficient asset disposal – Structuring sales to reduce CGT liabilities.
  • Reliefs and exemptions – Advising on Principal Private Residence Relief, Entrepreneurs' Relief, and other applicable tax benefits.
  • Investment strategies – Aligning your assets with tax-efficient investment solutions.
  • Inheritance tax planning and CGT – Helping you plan asset transfers to minimise both inheritance tax and capital gains tax.

By integrating tax planning and advice with your overall wealth management strategy, we help protect your financial future while ensuring compliance with UK tax laws.

Inheritance Tax Planning UK

Inheritance Tax (IHT) can create unexpected financial burdens for families if not properly managed. At Chandler & Partners, we provide expert inheritance tax planning advice to help you protect your wealth and ensure a smooth transfer of assets to your beneficiaries. Our tax specialists assess your unique situation and develop tailored strategies to legally minimise your IHT liabilities, such as utilising exemptions, trusts, and lifetime gifts. Whether you're planning ahead or need immediate tax planning and advice, we offer clear, actionable guidance to safeguard your estate for future generations.

Restructuring: Strategic Tax Planning and Advice

Restructuring your business- whether through mergers, acquisitions, or internal reorganisation-requires careful tax planning and advice to optimize efficiency and minimise liabilities. Our expert client managers at Chandler & Partners provide tailored solutions to ensure your corporate tax planning aligns with your business objectives while staying compliant with UK tax regulations.

We offer guidance on tax-efficient business structures, mitigating risks, and ensuring seamless financial transitions. From inheritance tax planning UK for family-owned businesses to strategic financial planning and tax advice, we help safeguard your assets and future-proof your enterprise.

With a deep understanding of tax planning vs tax advice, we ensure that every restructuring decision is reflected accurately in your accounting and taxation strategy, helping you achieve long-term financial stability.

Confirmed in a detailed report with practical advice on how to recover all your lost revenue and profits by dealing with the root causes.

Ask for a Free Business Assessment

Auto-enrolment

Auto-enrolment presents a significant administrative and compliance challenge for businesses of all sizes. At Chandler & Partners, we provide expert tax planning and advice to ensure employers meet their obligations efficiently while minimizing disruptions.

Our comprehensive auto-enrolment service includes:

  • Initial set-up – Helping businesses establish compliant pension schemes.
  • Ongoing administration – Managing employee enrolments, contributions, and compliance checks.
  • Regulatory compliance – Ensuring adherence to HMRC and The Pensions Regulator guidelines.

With our extensive payroll expertise and fixed fees agreed in advance, we streamline the process, reducing risks and administrative burdens.

VAT Advice

VAT regulations are constantly evolving, making compliance a challenge for businesses of all sizes. Our expert tax advisors ensure that you remain compliant while minimising your VAT liabilities. We offer a comprehensive VAT planning and advice service, tailored to your business needs, ensuring that you never pay more than necessary.

By proactively managing your VAT obligations, we help you avoid penalties, optimise cash flow, and maintain full compliance with UK tax laws.

EIS and SEIS- Tax-Efficient Investment Schemes

The Enterprise Investment Scheme (EIS) and Seed Enterprise Investment Scheme (SEIS) are tax-efficient initiatives designed to encourage investment in small and start-up businesses in the UK. These schemes offer generous tax reliefs to investors, making them a powerful tool for tax planning and advice while supporting business growth.

At Chandler & Partners, our experienced tax specialists provide tailored tax planning advice to help investors maximise tax savings and ensure full compliance with HMRC regulations. Whether you're a seasoned investor or new to corporate tax planning, we guide you through the EIS and SEIS application process, helping you make informed investment decisions.

R&D Claims

Research and Development (R&D) tax credits are a vital incentive for small and medium enterprises (SMEs) looking to innovate and grow. These credits, introduced to encourage investment in new technologies and processes, allow businesses to claim significant tax relief or even cash rebates for eligible R&D activities.

At Chandler & Partners, our expert tax advisors can help you navigate the complexities of R&D tax relief, ensuring you maximise your claims while remaining compliant with HMRC regulations. We provide tailored advice, assist with identifying qualifying expenditures, and manage the entire claim process efficiently.

Whether you're developing new products, improving existing systems, or investing in cutting-edge research, we ensure you receive the full financial benefits available under the UK R&D tax scheme.

EMI Schemes

Enterprise Management Incentive (EMI) Schemes are a tax-efficient way to reward and retain key employees by offering them share options in the business. These schemes provide significant tax advantages compared to other forms of employee incentives, making them a strategic component of financial planning and tax advice.

At Chandler & Partners, our tax planning and advice specialists have extensive experience in designing and implementing EMI schemes that align with your business objectives. We assist in:

  • Structuring EMI schemes to maximise tax planning benefits
  • Agreeing on share valuations with HMRC to optimise tax efficiency.
  • Preparing and executing all necessary legal documentation.
  • Providing ongoing support and guidance to employers
  • Ensuring that reporting requirements are met

With careful planning, EMI schemes can be a powerful tool in corporate tax planning UK, helping businesses attract, motivate, and retain top talent while minimising tax burdens.

Trust Planning

We provide expert tax planning and advice to help individuals and families safeguard their wealth through strategic trust planning. Trusts can be a highly effective tool for inheritance tax planning UK, ensuring that your assets are managed and distributed according to your wishes while minimising potential tax liabilities.

Our experienced tax specialists offer a comprehensive review of trust planning opportunities, guiding you in setting up new trusts and optimising existing structures. We assist with drafting and reviewing legal documents, ensuring compliance with tax regulations, and helping trustees and beneficiaries navigate their responsibilities.

Whether you need guidance on tax planning vs tax advice or strategies to mitigate inheritance tax liabilities, we deliver tailored solutions that align with your financial goals. Protect your wealth with expert financial planning and tax advice- speak to our team today.

Here's what our clients have to say...

“The best business partner you ask for, Chandler & Partners has enabled us to grow with confidence.”

Xav Baker - Co Founder & Managing Director, Isle Of Wight Distillery Limited

“Damien has great knowledge of the  industry and has helped us open a new restaurant, his monthly reports enable us to run our business successfully with no surprises.”

Tom - Founder & Managing Director, Truffle Brother London Limited

We'd love to hear from you!

If you would like to book a consultation or have a general enquiry we’d love to hear from you. Please fill in the form and we’ll get back to you as soon as possible

Contact Us