Business Details
15 Years
experience
Trusted Chartered Tax Advisors in Petersfield
Established in 2011, we are a team of Chartered Tax Advisors dedicated to providing bespoke tax planning solutions for owner-managed businesses and individuals. Our expertise stems from decades of combined experience gained in Big Four firms and specialist practices, which we now offer at competitive rates without compromising on quality or personal service. We specialise in leveraging approved tax reliefs and techniques to legally minimise tax liabilities, ensuring compliance while maximising financial efficiency. Our team includes experts with backgrounds in law, economics, and cross-border taxation, supported by Fee Protection Insurance covering up to 100,000 for HMRC-related matters. We prioritise continuity, transparency, and client education, offering fixed-fee quotes and maintaining a client-centric approach through consistent advisor relationships.With offices in Petersfield, we serve clients nationwide while retaining the accessibility and agility of a smaller firm. Our services extend to inheritance tax planning, trust management, property taxation, and complex compliance matters, supported by strategic partnerships with accountants and legal professionals. We actively contribute to industry knowledge through published planning ideas and factsheets, while maintaining rigorous professional standards under CIOT supervision. Our commitment to excellence is reflected in testimonials highlighting our problem-solving capabilities, empathetic service delivery, and successful outcomes in tax disputes. As a GDPR-compliant practice, we ensure data security while providing peace of mind through our fee protection and employment law helpline services.
Services
Inheritance Tax Planning
Trusts Taxation
Enterprise Investment Scheme Advice
Tax Compliance Services
Residency and Domicile Consultation
HMRC Enquiries Support
Estate Planning
Share Option Schemes
Property Income Tax
Cross-Border Taxation
Details
- Year established: 2011
Highlights and features
- Over 20 years of combined experience in tax consultancy from Big Four firms
- Bespoke tax planning using HMRC-approved reliefs and techniques
- Fee Protection Insurance covering up to 100,000 for HMRC matters
- Consistent advisor relationships for continuity and understanding
- Competitive rates with transparent, fixed-fee quotations
Associations and certifications
- Chartered Institute of Taxation (CIOT)
What people say
Expertise in complex tax matters
Personalised service approach
Successful HMRC dispute resolutions
Knowledgeable and empathetic team
Transparent fee structures
Services
Inheritance Tax Planning
Specialised strategies to reduce inheritance tax liabilities through approved reliefs and trust structures. We assess individual circumstances to implement legal tax minimisation techniques while preserving wealth for beneficiaries. Our approach combines technical expertise with practical solutions for estates of varying complexities.
Trusts Taxation
Comprehensive tax advice for trust creation and administration, focusing on compliance and efficiency. We guide clients through complex trust tax rules, optimising structures for tax advantages while meeting regulatory requirements. Services include trust deed review and tax-efficient distribution strategies.
Enterprise Investment Scheme Advice
Expert guidance on EIS and Seed EIS eligibility, compliance, and tax relief maximisation. We help businesses structure investments to qualify for tax incentives while advising investors on claiming available reliefs through detailed documentation and HMRC engagement.
Tax Compliance Services
Preparation of self-assessment returns, IHT forms, and representation during HMRC investigations. Our services ensure accurate reporting across individual, partnership, and trust entities, with proactive support for dispute resolution and audit defence.
Residency and Domicile Consultation
Specialised advice on UK tax status for individuals and businesses with cross-border interests. We analyse residency and domicile rules to determine tax obligations, providing strategic planning for those relocating or managing international assets.
People
Ben Gander
Tax Consultant and Director
Chartered Tax Adviser with over 20 years' experience from Ernst & Young and Grant Thornton. Specialises in tax planning for owner-managed businesses, combining legal expertise with creative problem-solving. Active in local theatre and music.
Nicky Gander
Chartered Tax Adviser and Director
Former Ernst & Young tax specialist with first-class degree in Taxation & Law. Manages tax compliance and business operations. Recognised for organisational skills and client-focused approach. Active in local music scene.
Nicky Heather
Chartered Tax Adviser
20+ years' experience across Grant Thornton and PricewaterhouseCoopers. Expert in compliance and planning for high-net-worth individuals and farmers. Balances professional expertise with family commitments and outdoor activities.
Paul Duce
Chartered Tax Adviser
Former Deloitte tax specialist with 15+ years' experience in personal and corporate taxation. Known for client-focused approach and Southampton FC loyalty. Provides practical solutions for diverse tax scenarios.
Geoff Burningham
Chartered Tax Adviser
Qualified in 1985 with extensive experience as former Head of Tax at a multi-office firm. Brings decades of expertise in complex tax matters, complemented by cultural interests in music and literature.
Questions
What tax services do you specialise in?
We specialise in inheritance tax planning, trusts, enterprise investment schemes, HMRC compliance, and cross-border taxation for individuals and businesses.
How do you differ from traditional accountants?
We focus exclusively on tax advisory services, offering deeper specialisation than general accountants while collaborating with accounting partners for comprehensive client support.
What is your fee protection insurance?
Our policy covers up to £100,000 for HMRC-related fees, including unlimited employment law and business safety helpline access at no extra cost.
Do you work with international clients?
Yes, we handle cross-border taxation matters and support clients with UK tax residency issues or international private client tax requirements.
How do you ensure service continuity?
You'll work with the same dedicated advisor throughout your engagement, ensuring consistent understanding of your specific circumstances.
Reviews (1)
Princess Oluwabunmi Ifetomi
May 22, 2021
Report
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