Business Details
22 Years
experience
Your Trusted Tax Advisors in Salisbury
Optimum Tax Solutions was founded in 2004 by Martin Westall, a Chartered Tax Adviser with over 30 years of post-qualification experience. Our firm specialises in providing tailored tax planning and advisory services to hardworking individuals, small businesses, and high net worth clients across the UK. We combine deep technical expertise with a proactive approach to help clients optimise their tax positions, reduce liabilities, and achieve financial independence. Our services span personal tax, capital gains tax, succession planning, trust management, and HMRC dispute resolution. With a client retention rate exceeding 90%, we pride ourselves on delivering clear, actionable advice that empowers clients to make informed financial decisions.Our team's extensive industry knowledge, including partnerships with leading financial advisors, ensures comprehensive solutions aligned with evolving tax regulations. We measure success by the long-term financial security of our clients, demonstrated through testimonials highlighting our ability to reduce tax bills below 20% for owner-managed businesses. Our commitment to professionalism, integrity, and client-centric service has established us as trusted partners in navigating complex tax landscapes.
Services
Tax Advice
Personal Tax
Capital Gains Tax
Succession Planning
Inheritance Tax
HMRC Enquiries
Trust Management
Company Reconstructions
Tax Residence
Tax Efficient Investments
Details
- Year established: 2004
Highlights and features
- We offer over 30 years of combined tax advisory experience
- Our team provides proactive, client-centric tax planning strategies
- Proven success in reducing client tax bills below 20%
- High client retention rate through personalised service
- Specialist expertise in HMRC dispute resolution and compliance
Associations and certifications
- Chartered Institute of Taxation
- Chartered Tax Adviser
What people say
Financial win:win
Personal touch
Proven expertise
Long-term support
Clear communication
Services
Tax Advice
Our tax advisory service provides expert guidance on income tax, corporate tax, and compliance matters. We help clients optimise their tax positions through strategic planning while ensuring adherence to current regulations. Our team delivers personalised recommendations based on individual circumstances and financial goals.
Capital Gains Tax
Specialist capital gains tax services focus on minimising liabilities for property sales and investment disposals. We offer comprehensive planning, advice, and implementation strategies tailored to clients' asset portfolios and future financial objectives.
Succession Planning
We provide tailored succession planning solutions to facilitate smooth asset transfers between generations. Our services include inheritance tax mitigation strategies and estate structuring to preserve family wealth while maintaining regulatory compliance.
HMRC Enquiries
Our team represents clients during HMRC investigations and tax disputes. With proven success in resolving complex tax matters, we work to achieve favourable outcomes while minimising financial and reputational risks for our clients.
Trust Management
We assist clients with trust establishment, registration, and tax compliance. Our services ensure effective use of trusts for wealth preservation while maintaining full adherence to UK tax regulations and reporting requirements.
People
Martin Westall
Managing Director
Founder and Managing Director with 30+ years' experience as a Chartered Tax Adviser. Specialises in tax planning for owner-managed businesses and high net worth individuals, focusing on wealth preservation and financial independence strategies.
Emily Main
Tax Consultant
Experienced tax professional working towards ATT qualification. Specialises in self-assessment compliance and implementation of tax planning strategies for high net worth clients, including expatriates and business owners.
Questions
What tax services do you specialise in?
We specialise in personal tax, capital gains tax, succession planning, trust management, HMRC dispute resolution, and tax-efficient investment strategies for individuals and small businesses.
How do you help reduce tax liabilities?
Through proactive tax planning strategies, we identify legal opportunities to minimise liabilities, including inheritance tax mitigation, trust structuring, and optimising tax reliefs for qualifying investments.
Can you assist with HMRC investigations?
Yes, we provide expert representation during HMRC enquiries, leveraging our experience to achieve favourable outcomes while minimising financial and reputational risks for clients.
Do you work with international clients?
We assist clients with cross-border tax matters, including tax residence status, offshore disclosures, and compliance requirements for UK-based and international assets.
What makes your service different?
Our client-centric approach combines technical expertise with long-term relationship building, evidenced by our 90%+ client retention rate and proven success in reducing tax bills below 20%.
