Tax Planning


It is important to consider the structure of your affairs to minimise the impact of taxation on your income or profits.

Parker Lloyd Chartered Accountants provide pro-active solutions that are in accordance with client requirements, but above all assist and complement strategies that achieve business and personal objectives.

We recognise that each case will have its own unique implications that will need special consideration so that an appropriate plan can be put together.

How do we achieve this?
In short by working closely with clients and understanding their short and long term objectives, accommodating the flexibility they require for changing circumstances and in particular ensuring that structures we build can accommodate the unforeseen events that lie ahead. We ensure that clients understand the issues and the choices they face and that appropriate decisions are made within the time-scales required.

Business Tax Planning
Planning the appropriate action for the following situations requires a great deal of experience and knowledge, and include:

Tax mitigation and Elimination

Corporation tax mitigation and elimination
Income tax mitigation and elimination
Corporate Reorganisations
Planning for exit from a business
Tax Efficient Profit Extraction and Distribution
Buy outs/Buy Ins
Business Succession
Employee Equity Participation Plans
Tax Efficient Equity Investment
Stamp Duty Mitigation
Wealth Management
Planning with Trusts
Inheritance Tax and Estate Planning

Our dedicated teams can deal with many of these circumstances, and our teams will ensure that tax strategies are implemented in accordance with recommendation and to ensure that the desired result is achieved.