Recommendations for an accountant to achieve tax efficiency.

Mammysboy

Registered User
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53
Hi,

Does anyone have recommendations for an accountant that can do the following:

1. Annual Tax return for PAYE Employee with a single Rented Investment Property, nothing out of the ordinary
2. Advise on Pension Planning
3. Advise on Tax Efficiency - shares sales etc

Thanks,
Mboy
 
Does anyone have recommendations for an accountant that can do the following:

1. Annual Tax return for PAYE Employee with a single Rented Investment Property, nothing out of the ordinary
Almost any accountant in the country can look after this for you.
2. Advise on Pension Planning
For this, you really need to be talking to a life/pensions advisor rather than an accountant. Beware ending up being the lad who asks his barber does he need a haircut.
3. Advise on Tax Avoidance - shares sales etc
I'd expect that most accountants would be very wary of giving advice on tax avoidance, as it is fraught with risk.
 
3. Advise on Tax Avoidance - shares sales etc
I presume that you actually mean planning investments for tax efficiency and not actual tax avoidance?
If you did a Money Makeover here you might get some useful feedback on some or all of your questions/topics.
 
That made made my day Tommy!

" Beware of the warning that if don't end up being the lad who asks his barber does he need a haircut".
 
Avoidance is ok
Not always. Certain avoidance is not ok. E.g. transactions artificially structured mainly or solely to benefit from tax reliefs and which might not otherwise be carried out of such relief was not available.
 
In the context of an individual looking for an accountant recommendation to help them with their tax i.e to avoid tax, thats fine in my book in fact its more than fine. They aint evading tax their simply looking for ways to avoid paying more tax than they need to. Avoidance, good. Evasion, bad.
 
Apologies I should have not used the word avoidance, I was trying to differentiate from evasion. Having read the Link that Clubman posted I now understand avoidance is inappropriate. So yes, let me rephrase it to:

Tax efficiency
 
Apologies I should have not used the word avoidance, I was trying to differentiate from evasion. Having read the Link that Clubman posted I now understand avoidance is inappropriate. So yes, let me rephrase it to:

Tax efficiency
In light of the above I've changed your 1st post to show 'tax efficiency' rather than tax avoidance.
 
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