Tax planning

Tax planning is a vital area for most of our clients. We assist on every level, from preparing annual tax returns to putting in place sophisticated structures for mitigating tax liabilities.

At Penningtons, we help our clients reap the benefits of forward thinking so that their liability is kept to a minimum – both now and for future generations.

We provide comprehensive advice in the fields of income, capital gains and inheritance tax in order to maximise reliefs. We also help private clients to structure their business activities to ensure that they work tax efficiently for them and their family.

Penningtons is ranked as one of the leading teams in London and the South for personal tax expertise.

Tax planning services at a glance:

  • annual tax returns
  • full use of annual and other tax exemptions
  • funding expected liabilities
  • gifts to children and grandchildren
  • income and capital taxes
  • inheritance tax advice
  • maximising tax reliefs
  • tax exemptions for works of art and heritage property