Tax Planning and Compliance

Our experienced tax specialists can help with accurate, professional tax advice at the right time, every time.

We focus on understanding your unique financial position and turn complexity into clear options so you can choose what happens to your hard earned cash. We provide regular tax legislation updates and our fees are based on an affordable fixed price each year, payable by direct debit to help you spread the cost.

Personal Tax Consultancy

Talk to us today without any obligation or fee and discover the quality, personal tax service our clients have been enjoying for years. The professional service we offer includes the preparation of annual tax forms, on-going income tax, capital gains tax and inheritance tax advice and we can liaise directly with your other advisers on your behalf. We assist many company directors, business owners, medical professionals, senior executives and partners as well as families whose wealth has accumulated over generations, advising on all aspects of taxation and financial planning .  As all of the Tax Partners of BWM have many years’ experience with the Big 4 Accountancy Firms we are well versed in overseas taxation and all matters relating to residence, domicile and double taxation agreements for clients personally as well as their various business interest and family settlements. Additionally we have extensive success in supporting clients through the HMRC investigation process and we offer all of our clients fee protection cover against the risk of investigation.

Corporate Tax Consultancy

Business taxes can cut deeply into your profits.  We can help protect your wealth and work with you to achieve greater profitability and growth; and work with you through restructuring, sale and succession planning. Our advice can be partnered with our accountancy and audit services and naturally encompasses all aspects of compliance together with comprehensive tax planning. Whether you are a sole trader considering partnership or a business considering incorporation we have the experience to talk you through the issues and guide you in your decisions.

Talk to us today about tax allowances for business investment, including:

We can also help you with:

Wealth Management

We have many years experience in helping our clients, with their other professional and investment advisers, to construct a tax efficient strategy with the objective to build on and protect their wealth as well as address their financial needs and objectives for liquidity and flexibility. Click here for more information on our wealth management services.

Trusts & Family Wealth Protection

We act for many families providing all round tax service including liaising directly with the solicitors and stockbrokers involved to give a seamless client service. We have a specialist team that focuses on trusts and family wealth planning to protect your wealth and reduce tax bills.  Our experience allows us to simplify for you the setting up and running of trusts and we can handle all of the associated complicated paperwork and tax returns. Click here for more information on our Trust services.

Payroll Services

We offer an affordable, efficient and accurate payroll package to handle your weekly or monthly payroll requirements, keeping you fully compliant with all the current Real-Time Information and Auto-Enrolment requirements. Click here for more information on our Payroll Services.

For further information on our Tax Consultancy service please contact John Elliott or  Sue Stephens, Tax Partners.


Tax diary of main events for June/July 2019

Date What’s Due
1/06 Corporation tax for year to 31/8/18 (unless pay quarterly)
19/06 PAYE & NIC deductions, and CIS return and tax, for month to 5/6/19 (due 22/06 if you pay electronically)
1/07 Corporation tax for year to 30/9/18 (unless pay quarterly)
5/07 Last date for agreeing PAYE settlement agreements for 2018/19 employee benefits
5/07 Deadline for agents and tenants to submit returns of rent paid to non-resident landlords and tax deducted for 2018/19
06/07 Deadline for forms P11D and P11D(b) for 2018/19 tax year. Also deadline for notifying HMRC of shares and options awarded to employees.
19/07 PAYE & NIC deductions, and CIS return and tax, for month to 5/7/19 (due 22/07 if you pay electronically)
31/07 50% payment on account of 2019/20 tax liability due
31/07 Notify your pension fund administrator by this date if the additional tax on the Pension Annual Allowance Tax charge for 2017/18 is £2,000 or more and you would like the tax paid out of your fund (see earlier