Introduction:

Corporate Consulting works with your existing advisors to introduce you to planning procedures, advice and implementation support. We are not a regulated Financial Advisor looking to advise you on Pensions, or accountants wanting to be your company auditor. Our range of solution providers and direct access to qualified individual experts is second to none.

Some of our contacts provide clients and IFAs with HMRC pre-approved "investment" solutions that have specific tax benefits. We believe that all IFAs should have a working knowledge of the whole market, hence our involvement in providing IFAs with training on these opportunities.

It is our job to explore all the different tax planning arrangements and "schemes" - and the people who are responsible for their implementation. In some cases we will need to work alongside your existing investment or accountancy advisors. Where required we will either directly employ, or recommend you engage the services of a specific professional. In most cases you will engage the services of a Chartered Tax Advisor who will offer support with HMRC questions and underpin the advice with their own PI cover.

Note: With a long track record in this industry, some people have asked why Corporate Consulting (Taxation) Limited shows up on Companies House as a a relatively NEW company. The reason is Tax. This is a new trading and marketing structure, created to allow us to use Corporate Tax Planning ourselves. Our MD - Chris Ready has been involved in this industry for many years and has a wealth of knowledge under his belt.

Our Technical Support and Training is provided on a consulting basis by Paul Stewart, who used to be Technical Training Manager for Friends Provident, as well as an Examiner for the Chartered Insurance Institute (CII) Advanced Financial Planning Certificate (AFPC-G60) Pensions exam. Paul has worked within the industry since April 1987 and brings years of experience and the highest quality contacts to the table.

We are not an IFA Business:
Some people often mistake us for Independent Financial Advisors (IFAs). We are not authorised to give investment advice, so everything you read on this site should not be taken as any form of investment or pensions advice.

Having said that, we have been working directly with IFAs and their clients for many years and have access to solutions that many IFAs simply do not offer their clients... yet! Our success is based on the quality of our network of contacts, which have been built up over many years within the tax and investment planning industry.

99% of the people viewing this web site are FSA Registered Advisors looking for additional technical support and/or training. Where a client contacts us directly, and the planning involves regulated advice, we will employ the serivces of an appropriately Authorised IFA.

What Tax Problems can you solve?

SOLUTIONS FOR COMPANY OWNERS: Trading company (or actively managed investment company) with taxable profits in the current year in excess of £400,000 - looking to reduce corporation tax and/or extract profits without incurring any income tax.   Trading company (or actively managed investment company) with retained profits from previous years in excess of £300,000 - looking to extract funds without incurring income tax.   Trading company (or actively managed investment company) that owns an asset with potential capital gain in excess of £500,000 - looking to shelter the gain when/if the asset is sold.   Directors who owe their company amounts in excess of £350,000 - and need to repay their loan accounts before a tax charge is incurred on the "beneficial loan".   Directors who earn in excess of £150,000 and will have tax relief on their pensions restricted can have their remuneration restructured to allow them to claim the full high rate relief.   Trading company (or actively managed investment company) that will be sold in the coming 10-15 years, looking to freeze its current value and avoid tax on all increases in value over the coming 10-15 years. (i.e current value = £3m; Sell for £15m in 10 years but only pay tax on the £3m current value. The remaining £12m being 100% sheltered from tax).   Trading company (or actively managed investment company) that owns assets or cash in excess of £250,000 that needs to be protected in case the company fails, risking the loss of those assets and/or cash.   Trading or Investment company about to buy a property with a purchase price in excess of £850,000 - looking to reduce the costs of purchase by saving Stamp Duty (SDLT).   Trading company with taxable profits in the current year of between £100,000 and £350,000, who are looking for a secure investment that will reduce their tax liability without locking up their capital. (i.e an investment of £30,000 that guarantees an HMRC Tax Certificate for the company valued at £40,000). A reduction in Corporation Tax to only 15.60% is possible, with further relief claimed in yrs 2 and 3.   Directors of Investment companies who wish to remove the value of their company from their estate for IHT purposes.   Trading company (or actively managed investment company) with significant value within their SSAS or SIPP - who need to access cash of upto 50% of the value of the SSAS/SIPP within their company.

SOLUTIONS FOR INDIVIDUALS: IHT protection for the self-employed property owner who has a portfolio of investment/rental properties valued in excess of £1m.   Individuals, or couples, buying a property with a value in excess of £850,000 who are looking to reduce purchase costs by Saving Stamp Duty (SDLT) with a reduction in costs from 4% down to 1.5%.   Couples wishing to shelter cash or liquid investments with a value in excess of £500,000 from IHT.   Individuals with pension funds in excess of £750,000 who would like to make further pension planning, without the growth in their current pension eating into the current Lifetime Limit levels.   Individuals aged 60+ with pension funds in excess of £650,000 who wish to reduce/avoid the 82% charges on death after age 75 and do not want to use their funds to buy an insurance company annuity, where the whole fund is lost.   Individuals with pension funds in excess of £750,000 who are planning to move abroad in the near future and do not want to be bound by UK HMRC rules when taking their pension.   Self-Employed individuals or Partners who are earning high levels of income and do not wish to be exposed to the new 50% rates of tax, or wish to take advice on changing trading status into a Limited Company and using one of our extraction tools to eliminate income tax.   Elderly couples with estates in excess of £1m who require immediate IHT planning.   Individuals thinking of buying an asset which will generate a significant capital gain in the future, who wish to avoid this capital gain being exposed to tax.

As you can see - quite a list. We look forward to hearing from you soon.