Private client compass

Private client compass | Navigating you through the tax landscape

The UK tax system is as complex as ever before and the penalties for getting it wrong are at their most severe.

Our role at RSM is to guide you through these complex rules. Below are a range of ideas for individuals, business owners and for international clients on a number of planning opportunities that are available.

We have created a series of videos that cover some of the key ideas on how we can help you navigate your way through the tax landscape. Watch our short video below to discover why you should start thinking about your tax planning now.

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Overview of private client compass - Gary Heynes

Overview of private client compass

We are delighted to launch the latest edition of private client compass. In this year’s publication and videos we present a range of common scenarios for things like succession planning, property ownership, for people in business or for international aspects of private client.

We also highlight some of the tax and legal issues, as well as some of the reliefs and allowances which are available. Importantly, this is not a collection of solutions.

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legal services

Inheritance tax and spouses / civil partners with mixed domiciles – tax pitfalls

Many spouses and civil partners are under the impression that anything they gift to the other, whether during their lifetime or on death, is fully exempt from inheritance tax (IHT). However, there is an anomaly which can have serious IHT consequences for some couples (spouses and civil partners are referred to as ‘married couples’ and ‘spouses’ below for brevity).
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business profits

Business profits

The timing of business expenses could be key to achieving cash-flow advantages and fully utilising investment allowances. In our video we explain what this could mean and how RSM can help ensure your business profits are effectively manged.

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entrepreneurs relief

Entrepreneurs' relief

This valuable tax relief can help reduce the rate of capital gains tax (CGT) on a qualifying disposals of all or part of a business. Take a look at our short video to see what this could mean for you and how RSM can help.

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investors relief

Investors' relief

An expansion of entrepreneurs’ relief, investors’ relief could provide for a reduced 10 per cent rate of capital gains tax (CGT). In our short video we explain what investors’ relief could mean for you and how RSM can help you explore your tax planning options. 

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