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Category - Private Client Tax

Advising On Remuneration Plans

Advising On Remuneration Plans (Case Study)

In December 2021, we spoke with a client who had 2 employments, one of which related to a business he owned. He generated salaries from each employment which…

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Legal rights claim

Legal rights claim (Case Study)

Our client approached us to consider how best to deal with his family succession position, including the passing of his farming enterprise to his farming daughter.  The client’s…

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Income Tax Planning for Husband and Wife

Income Tax Planning for Husband and Wife (Case Study)

Our client has a large property portfolio, jointly owned with his wife.  He also employed with a very successful catering company, earning a salary that places him in…

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Capital Gains Tax Planning for Residential Landlord

Capital Gains Tax Planning for Residential Landlord (Case Study)

Our client, a residential landlord, was in the process of selling their rental property and had contacted EQ to calculate what the remaining funds would be after taking…

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Succession Planning

Succession Planning (Case Study)

Our client is a care home provider and a family-owned business. Over a period of many years, they had built up an impressive portfolio of profitable care homes…

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Succession/IHT Planning

Succession/IHT Planning (Case Study)

Our clients are a wealthy couple who are now in their early 70s and are generally looking to reduce their wealth by passing it on to their family….

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Inheritance Tax Planning

Inheritance Tax Planning (Case Study)

Our client is an individual who has built up a large portfolio of investments and a large pension fund over many years running his own business. Prior to…

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Succession Plan for Family Farm

Succession Plan for Family Farm (Case Study)

A family farming partnership consisted of the father and the mother and two of their children. The partners also had two non-farming children. The parents own a significant…

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Sale of Development Land

Sale of Development Land (Case Study)

Our client owned an area of development land personally with his wife, and the land was utilised by the farm partnership that both he and his wife were…

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Family Inheritance Tax Planning

Family Inheritance Tax Planning (Case Study)

Our clients run family-run trading businesses in both the care sector and in food and drink supply. Previously, the father had passed the business on to his son…

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Post Business Sale – What do I do now?

Post Business Sale – What do I do now? (Case Study)

Our clients, an ageing husband and wife, were the owners of a medium-sized company in the oil and gas sector. The couple had two children, neither of whom…

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Business Succession for Architectural Practice

Business Succession for Architectural Practice (Case Study)

Our client is an architecturcal practice which had suffered reduced profitability following the 2007/08 recession, which had resulted in a significant disparity between the capital provided by each…

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Trust and Estate Taxation

Trust and Estate Taxation (Case Study)

Our clients, a husband and wife, jointly owned a number of rental properties. They wanted to give their daughter financial assistance to pay for their grandchildren’s private education…

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Income Tax Planning

Income Tax Planning (Case Study)

Our clients were running a very successful farming partnership. Profits were regularly in excess of £100,000 per partner and they were paying the highest rates of Income Tax….

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