- Steve identified tax savings of over £1m for a client looking to pass on their business next year! His first £1m saving in any single project.
- HMRC agreed our share valuation that is a crucial part of another succession plan.
- By reviewing a clients motor expenses and claiming for mileage, a tax saving of £800 was made.
- By planning how a husband & wife held their investments we identified a way in which an additional £413 per month could be extracted from their company.
- Andy helped a subcontract building firm apply for a tax clearance with HMRC, which will boost their cashflow by £8,000 per month once agreed.
AND … leading by example, Andy filed his own tax return – and got a tax refund!