Expert Tax Advice for Individuals and Businesses

In today’s complex financial landscape, the importance of expert tax advice cannot be overstated. Navigating the intricacies of tax regulations requires a deep understanding of ever-changing laws and compliance requirements. Whether you’re an individual seeking to maximise your personal finances or a business aiming to optimise your tax strategies, professional guidance is essential.

Expert tax advisors not only help you stay compliant with HMRC regulations but also identify opportunities to minimise your tax liabilities and enhance your overall financial health. By leveraging their knowledge and experience, you can make informed decisions that protect your assets and pave the way for future growth.

What – ‘Expert Tax Advice on Employee Share Ownership, Employee share schemes and Employee Rewards’

David provides bespoke specialist authoritative tax advice to entrepreneurs and their businesses as well as individuals on a diverse range of taxes relating to employment incentives and employee share schemes.  

How Can Tax Helpline Help?

For those quick questions and queries relating to tax that you would like immediate answers to David has vast knowledge and expertise to be able to put your mind at ease and find the solutions to the questions.

Why Choose Expert Tax Advice?

Navigating the complexities of tax law requires expertise and foresight. Our expert tax advice ensures you not only comply with current regulations but also optimise your financial position. We offer:

  • Personalised strategies tailored to your unique financial situation
  • Proactive planning to minimise liabilities and maximise savings
  • Guidance on navigating HMRC compliance checks and audits

 

‘David can assist in resolving challenges by HMRC and can also provide support on reporting requirements and assistance with HMRC negotiations relating to share schemes.  Whether you need advice as a company or as an individual we can help you with filing your tax return and disclosing your share scheme entitlement’.

David offers expert tax advice on all tax issues relating to the following employment related share schemes: 

Employee Ownership Trusts (EOT’s) ♦ Enterprise Management Incentives (EMI’s)

Enterprise Investment Scheme (EIS) ♦ Share Incentive Plans (SIP) ♦ SAYE Share Option Plans

 

David also offers specialist Tax Advice relating to the following subjects:

Trusts ♦ Share Valuations ♦ Employee Benefits

♦ Employee Related Shares ♦ Private Client Tax Matters

Popular FAQs on our Expert Tax Advice

How Much Does It Cost?

Expert Tax Advice Helpline

A verbal telephone advice helpline service that offers a quick and simple solution ideal for those simple tax queries and questions that you may have.

Tax Advice Helpline phone/email (£50 plus VAT per 15 minutes)

 

Tax Consultancy Services

If the tax advice requires more than a quick call and proves to be more complex and requires specialist expertise, we may agree a fixed fee.  For example, this could be a fixed fee for writing a report, second opinions, drafting complex tax documents, transaction and filing support to HMRC, researching a particular tax issue or designing a share option scheme.

Tax Consultancy Services Written Advice (£390 plus VAT per hour)

What to Expect?

David Craddock is always happy to have a short informal chat to explore the detail of your issue.  

Before providing the verbal or written tax advice we require you to please sign our ‘Terms & Conditions of business’ which we will email to you via DocuSign.

Once we have received your signed ‘Terms & Conditions of business’, David will then countersign the agreement and you will receive a copy for your records. 

David will then be able to start the work for you, he will call you to discuss the rate of time charge or agreed fixed fee.

How Will I Know How Much I Will Be Charged?

If it is a short verbal tax advice that David has provided, at the end of your call David will agree the amount of time spent on the phone with you and charge you accordingly.  

If the query is more complex and requires specialist expertise, David will provide an estimate of fees or, in many cases, quote a fixed fee for specific work and advice.

Finally, our accounts team will forward the invoice to you by e-mail.

*Please note our payment terms are within 7 days of the date of invoice, payable by bank transfer.

Next Step’s 

Tax Advise

Please ‘get in touch’ using the form below and David will reply to you as soon as possible.

Get in touch

 

Testimonials

David is extremely experienced in all tax aspects of employee reward and equity schemes and is best placed to help you”

“Throughout our dealings with David over the past seven years we have found him to be courteous, professional, and incredibly knowledgeable in application of share schemes and the taxation associated with them.  We would not hesitate in recommend his services in this beneficial, but sometimes complex, area of employee ownership and rewards.”