Personal Tax Planning 2018-04-27T08:25:04+00:00

Personal Tax Planning

Meridian can advise on a wide range of personal tax planning issues, covering income tax, capital gains tax and inheritance tax.   We can also deal with the tax compliance process for individuals and trustees.

We provide specialised advice on specific transactions involving interests in businesses and real estate.   For example, we provide tax advice to business and land owners in the following areas:

  • profit extraction
  • capital gains tax planning for full and partial exits
  • shareholder reorganisations, reconstructions and demergers
  • acquiring properties for development or investment

These are all complex situations requiring specialist knowledge of relevant tax reliefs, anti-avoidance legislation and the HMRC clearance process.

We also have very extensive experience in advising on international issues where clients are themselves resident or domiciled abroad or have overseas financial interests. This is dealt with separately under International tax planning.

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