Tax

Helping you take control of your tax bill

As the saying goes: “The only two certainties of life are death and taxes”. While tax is an inevitability for most people, at Simpkins Edwards our aim is to make this inevitability as straightforward as possible. Whether you are looking for advice on personal or business tax planning, assistance in completing your tax return or need help with a tax enquiry, our experienced team of advisers can help. We will calculate and explain your tax liabilities clearly, helping you to take control of your tax bill and understand the key points, including how much you need to pay and when.

Personal tax planning
Reduce the impact of your tax liabilities with our personal tax planning service, which covers:

  • Inheritance Tax and wealth planning
  • Capital Gains Tax
  • Maximisation of reliefs
  • Implementing and managing Trusts
  • Business succession planning
  • Self assessment tax returns

More information on personal tax planning...


Tax advice for businesses
Ensure you are meeting all your tax obligations and maximising the opportunities to lessen your bill with our business tax services, covering:

  • Corporate tax planning
  • Incorporation
  • Maximisation of reliefs
  • Profit extraction
  • Succession
  • Tax deferral
  • Tax mitigation
  • Trusts
  • VAT planning

More information on our business tax services...


Tax Investigations protection
Investigations into self assessment tax returns have increased over recent years, with the Revenue opening a new enquiry every minute of the day. These can be chosen completely at random and no reason has to be given as to why the particular tax payer has been chosen, leaving everyone at risk of a difficult, long drawn out investigation into their tax affairs. With full enquiries lasting up to two years and additional accountancy fees to deal with the investigation as high as £10,000, even proving your innocence can be costly. Protecting yourself with Tax Investigations Insurance has never been more important. In the event you are investigated by the Revenue, our package reimburses the costs of our professional fees for up to £75,000 for the following areas:

  • Income Tax Self Assessment Enquiries
  • Corporate Tax Self Assessment Enquiries
  • HMRC VAT Disputes
  • Employer Compliance Disputes
  • IR35 Enquiries

 The insurance is provided by Abbey Tax Protection, a market leader in the provision of tax investigations insurance to the accountancy profession.

More information on our Tax Investigations Insurance...

Contact us to find out how we can help you reduce your tax bill.


Simpkins Edwards tax services contacts

Chris Bowker, Partner, Exeter
E: cbowker@simpkinsedwards.co.uk
T: 01392 211233

Jason Shear, Tax Manager, Exeter
E: jshear@simpkinsedwards.co.uk
T: 01392 211233