Tax, financial planning and asset protection

Did you know that the Inland Revenue holds millions of pounds in unclaimed or overpaid tax each year? Lindsays can assist you to reclaim any tax that belongs to you. Everyone’s circumstances are different, and we can advise on how to structure your financial affairs in the most tax-efficient way and make full use of your tax allowances and exemptions, whether for income tax, capital gains tax or inheritance tax.

What do Lindsays do?

We will discuss your individual financial circumstances as well as your aims, whether this is protection of assets, managing your wealth for income or capital growth or as part of drafting your Will and planning for inheritance tax. We can offer a broad range of support services including:
Preparation of your annual tax return as well as accounts for sole traders and partnerships
We offer a self assessment tax return service and the preparation of statements of income and expenditure for tax purposes
Tax planning and tax advice to minimise any capital gains tax liability – this can range from re-organising your share portfolio to setting up family trusts.
If you own more than one property, we can talk you through a number of effective methods which you can use to reduce your tax bill.
We can personally identify and advise on the best ways to reduce inheritance tax payable on your estate by way of lifetime gifts or trusts. Our team can also help you to understand the new Pre-Owned Assets Tax legislation.
We can advise you on how to set up a trust or charity in a tax-efficient way in line with the new legislation. Our team can manage the trust or charity by making full use of all exemptions when submitting tax returns to the Inland Revenue
We also provide investment advice and other financial advice through our Investment Team

Contact one of our experts for more information and to discuss your individual circumstances.

HM Revenue & Customs