Tax Planning

The partnership between AHR Private Wealth and ATC Tax planning, our in-house tax planning services team, provides a fully comprehensive financial planning service.

Tax Return
Completion

Preparation and submission of UK personal tax returns and tax overpayment claims for UK and non-UK residentss.

UK Property
Sale Returns

Preparation and submission of UK resident and non- resident capital gains tax returns on the sale of UK properties.

Undisclosed Tax
Settlements

Handling submissions under HMRC settlement schemes such as Let Property Campaign (for undisclosed rental income) and Worldwide Disclosure Facility (for undisclosed foreign income/ Pension Tax Planning, Pension annual allowance calculations and pension charge mitigation.

Non-Resident
Landlords

Assistance in ensuring UK tax obligations are met and preparation and submission of relevant forms to HMRC such as form NRL1 form (to receive UK rent without deduction of tax at source).

HMRC
Enquiries

Assistance and guidance for UK tax enquiries and investigations including directly corresponding with

Moving to
the UK

Preparation of a tax report advising on the tax implications of a move to the UK including residence issues and tax planning opportunities.

Leaving
the UK

Preparation of a tax report advising on the tax implications of leaving the UK including residence issues and tax planning opportunities.

Tax Advisory
Services

Tax planning and advice focused on minimising UK income tax and capital gains tax liabilities.

Pension Tax
Planning Services

Pension annual allowance calculations and pension charge mitigation.

Domicile

Review of domicile status and advice on making remittance basis elections.

Get in touch today for an initial discussion on your tax position and any potential mitigation opportunities.

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Guides & Insights

Helping guide you in the right direction.

Your guide to
Getting set for retirement

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Your guide to
Making the most of your future

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Your guide to
Investing

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Your guide to
Show me the money

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Your guide to
The state pension

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Your guide to
Self-invested personal pension schemes

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Your guide to
Pound cost averaging

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Your guide to
Navigating the cost of living crisis

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