Our Services

Through our specialist knowledge we have developed a number of model solutions which can be effectively tailored to meet a variety of client needs. It should be noted that Model Solutions are not “standard” solutions, and we ensure that all advice is tailored to best meet the client’s objectives.

Due to the commercial sensitivity of such solutions, we need to ensure that details of these are only released to individuals registered with us. If you would like details of our model solutions, these are available on our “Taxtranet” - please e-mail rochelle.spencer@powrieappleby.com if you would like to register for access to this site, or view more details of the site here.

As a firm of tax specialists, we are more than happy to advise on ad hoc matters and have a vast technical resource to draw upon. Some areas of specialism are:

• Inheritance tax planning, including:
• Non-UK domicilliaries,
• Trusts,
• Will reviews,
• Family wealth planning.
• Trusts:
• Reviewing the tax efficiency of existing structures,
• Ensuring new trusts are tax efficient.
• Corporate matters:
• Employee incentivisation structures,
• Succession planning,
• Mitigating tax on corporate profits,
• Tax efficient profit extraction.
• Projects:
• Mitigating tax on one-off projects (commonly property sales)
• VAT advice.

This list is by no means exhaustive – if tax is in issue, then it is within our remit.