Income and Capital Gains Tax planning - Claritas Tax Income and Capital Gains Tax planning - Claritas Tax Skip to content

Income and Capital Gains Tax planning

We do income tax too. As well as more complicated structures, we are also here to help you navigate your income tax obligations – and offer advice as to where tax savings can be made. In addition to personal tax compliance services, we can advise on various ways in which income tax can be mitigated or controlled such that you keep more in your pocket.

We also deal with all kinds of capital gains tax queries. While we are a recognised expert in Private Residence Relief (take a look at the tax case we won), we can cover any areas in which you may need help. This includes issues arising on divorce, on a business sale, when buying out business partners or family members or when looking to gift shares.

Many of our clients are entrepreneurial and we have a deep understanding of business reliefs such as Business Asset Disposal Relief and Investors’ Relief, as well as looking at how value can be efficiently extracted from business interests.

We support clients on:

  • Personal tax compliance
  • Other business reliefs
  • Private residence relief
  • Income and Capital Gains Tax advice
  • Advice for inbound individuals
  • Trust tax compliance
  • Strategic tax-planning for owner managed businesses
  • Business Asset Disposal Relief and Investors’ Relief

Get in touch with us to find out how we can
help your private financial needs.

Sam Hart, Partner

Dr Sam Hart is a Chartered Accountant and Chartered Tax Adviser who has advised HNW and UHNW clients on all aspects of Private Client Tax matters. With over 25 years’ experience, Sam specialises in trusts and Inheritance Tax, but advises on all matters relating to individuals and their families and is also a full STEP member and a member of the worldwide STEP Journal editorial board.