Now, here are some of the clients we have helped:
1. A family wanted to pass a portfolio of investment
properties down a generation, to avoid Inheritance Tax. but if the
properties were gifted to the children, they were deemed to be sold
at market value, and that would have given a six figure CGT bill.
We were able to pass the property down a generation free of both
Inheritance Tax and CGT.
2. A solicitor had significant funds tied up in
his practice. We re-arranged his financing, so that he got tax relief
at 40% on his home mortgage.
3. We acted for a restaurant, which had a lengthy
VAT investigation. We challenged the basis of assessment, and had
the VAT bill reduced by over £40,000.
4. A client has a valuable art collection, which
he kept in the UK, and wanted to pass to his children. We were able
to offer a strategy to allow him to reclaim VAT on future purchases
and avoid inheritance tax on the art collection, whilst still keeping
it in the UK.
5. A director of a successful media company was
sent to manage his company's New York office. Because of the success
of recent products, he held shares with a seven figure gain which
he wished to sell. We arranged for the sale to take place in such
a way as to escape both UK and US tax on accrued gains.
6. A major consultancy firm was expanding into
modern premises: we were able to claim 100% tax relief on substantial
refurbishment.
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