Talk to the Taxperts

01382 312100

Category - Private Client Tax

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…

Read More...
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…

Read More...
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…

Read More...
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…

Read More...
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….

Read More...
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…

Read More...
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…

Read More...
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…

Read More...
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…

Read More...
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…

Read More...
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…

Read More...
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…

Read More...
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….

Read More...

Download our EQ app and keep up to date with tax news, changes and have access to our EQ Portal, tax calculators and key tax dates at your fingertips. Click on the relevant button on your device to download our free app.

Visit EQ Accountants Visit EQ Accountants

Explore the full range of EQ Expertise

acca
CA
icaew
the-charteded-institute-of-taxation-logo

2020-innovation
cherries
ACC 2019 LOGO Finalist