Tax Advisory

Our tax advisory services help you pay only what you owe. You'll receive guidance tailored to your circumstances across personal, business, property and international tax — delivered by a team that includes an in-house Chartered Tax Advisor and specialists who previously worked for HMRC.

Capital Gains Tax Planning

Planning services: annual exempt amount utilisation and disposal timing, Business Asset Disposal Relief planning ahead of business sales, capital losses planning, no-gain-no-loss transfers between spouses and civil partners, and tax-efficient disposal strategies around the share-matching rules.

Compliance services: CGT computations and returns — including 60-day returns on UK residential property disposals — reporting deadline management, and HMRC enquiry support.

Personal and Business Tax Planning

Personal: income tax optimisation through efficient remuneration structures, pension contribution planning, tax-efficient investments, full use of allowances and rate bands (increasingly valuable with thresholds frozen until April 2031), and marriage allowance and other reliefs.

Business: corporation tax planning and optimisation, tax-efficient structures and reorganisations, R&D relief and other claims, capital allowances planning, and group tax planning with loss utilisation.

Inheritance Tax Planning

Planning services: nil-rate band and residence nil-rate band utilisation (up to £500,000 per person where a home passes to direct descendants, and transferable between spouses), gift planning and annual exemption strategies, trust structures for IHT mitigation, business and agricultural property relief planning, and pension death benefit planning.

Estate planning: will planning and estate structuring, lifetime gifting strategies, family investment company structures, cross-border estate planning, and regular reviews as rules and circumstances change.

Children's Savings, Child Trust Funds and Junior ISAs

Child Trust Funds closed to new accounts in 2011, and every remaining account matures by January 2029 as holders turn 18 — yet over a million matured or maturing CTFs remain unclaimed. We help families trace accounts using HMRC's free service, decide whether to withdraw or transfer (for example into an ISA), and top up existing CTFs, which can still receive up to £9,000 a year.

More broadly we advise on Junior ISAs, bare trusts and other structures for children, gift planning to children and grandchildren, and the parental settlement rules that can tax a child's income back on the parent.

Income Tax Returns

Self-assessment returns prepared and filed: employment income, pensions and benefits, self-employment and partnership income, property income, and investment income and capital gains.

Service features: Making Tax Digital compliant record-keeping and submissions — including the quarterly updates now mandatory for sole traders and landlords with income over £50,000 — tax calculation and liability optimisation, payments on account management, HMRC correspondence handled, and deadline management so penalties never arise.

Property Taxes

Rental property: income tax on rents with all allowable expenses claimed, property loss utilisation, non-resident landlord scheme compliance, and property investment company structuring. Note the furnished holiday lettings regime was abolished from April 2025 — former FHL owners should have their position reviewed.

Disposals and purchases: CGT on property sales including private residence relief planning and 60-day reporting, SDLT advice and planning including surcharges and reliefs, and ATED compliance for corporate-held homes.

Business Tax

Comprehensive business tax services for finance directors and business owners: corporation tax (19%–25% with marginal relief planning), R&D relief under the merged scheme, Patent Box at an effective 10% rate, double taxation advice, EIS and SEIS support, and capital allowances — including the £1 million Annual Investment Allowance, full expensing, structures and buildings allowance and first-year allowances.

International Tax

Cross-border tax presents real complexity, with each jurisdiction operating its own framework. The UK's extensive treaty network determines which country taxes what, and we advise overseas clients and expatriates on minimising UK obligations — including the Statutory Residence Test, split-year treatment and the 4-year foreign income and gains (FIG) regime for new arrivals.

Why Choose Our Tax Services

Integrated approach: compliance and advisory support across personal and business affairs, planned as one.

HMRC experience: our tax staff include people who previously worked for HMRC.

Chartered Tax Advisor: we employ an in-house CTA, qualified by the Chartered Institute of Taxation.

Comprehensive planning: advice that connects your business, personal, property and estate positions.

What You Get With Acumon

• Capital gains tax planning and 60-day property reporting
• Personal and business tax planning
• Inheritance tax and estate planning
• Child Trust Fund tracing, Junior ISAs and children's savings
• Self-assessment returns and Making Tax Digital compliance
• Property tax advice including SDLT and ATED
• Business tax: corporation tax, R&D relief, Patent Box, EIS/SEIS
• International and cross-border tax planning

Why Acumon for Tax Advisory?

• In-house Chartered Tax Advisor (CTA), qualified by the Chartered Institute of Taxation
• Tax staff have previously worked for HMRC
• ICAEW-accredited chartered accountants
• Fixed-fee and retainer pricing arrangements available

Get a Fixed-Fee Quote

Tell us what you need and we'll come back within one business day with a clear scope and a fixed price — no hourly-rate surprises. Call 020 8567 3451 or use the form and we'll be in touch.