Tax Planning and Consultancy

Tax Planning is an important activity and we encourage our clients to meet at appropriate times in the year to review trading and other activities to identify tax implications.

By identifying areas that could give rise to liabilities it is possible to plan to offset or mitigate liabilities before the end of the tax year.

Inheritance Tax and Estate Planning

Inheritance tax is often described as a discretionary tax and that with appropriate planning this can be avoided. As with most planning it is important to consider this as early as possible.

We offer a full review of your IHT and estate position with a view to minimising the overall Inheritance Tax liability. We will ensure that you make the best use of all of the available IHT reliefs and allowances with a view to minimising tax liabilities.

Advanced Tax Planning

Through our affiliations with specialists in this field, we are able to offer advanced tax planning strategies to our clients. If you are interested in finding out more about this service, please don't hesitate to contact us.

Tax Investigation Services

We have partnered with a market leader, Abbey Tax, providing you with expert representation in the event of HMRC investigation into your tax affairs. Through our association with Abbey Tax we have access to a range of tax consultancy services including Property Tax and SDLT, R&D Tax Relief, Capital Allowances, Grant Funding, Employment Tax and Share Schemes, to name a few.

Contact us for more information and advice.

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Alexander Marshall is a trading name of Opulus Financial Ltd

C/O Macdonald Henderson, 4th Floor Standard Buildings, 94 Hope Street, Glasgow, G2 6PH

Registered in Scotland: SC676887

A list of directors’ names is available at the registered office

© 2022 Alexander Marshall. All rights reserved.

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