Tax Planning Services
Expert guidance across Tax, VAT, Employment and R&D
At Opus Accountancy, we provide clear, practical and forward-thinking advice to help you navigate complex tax matters with confidence. Our specialist team supports individuals, businesses and organisations across a full range of advisory areas.
Our tax specialists offer strategic guidance to help you plan effectively, remain compliant and optimise tax efficiency.
- Business valuations and shareholding valuations
- Business reorganisations and advance tax clearance applications
- Business acquisitions demergers and partitions
- Business sales including Business Asset Disposal Relief and the Substantial Shareholding Exemption
- Share incentives and employee share schemes
- Company purchase of own shares
- Capital allowance claims
- Group relief claims
- Capital gains tax planning reliefs and exemptions
- Residence domicile and double-taxation matters
- SDLT advice and reliefs
- Inheritance Tax (IHT) planning
- Trusts
- HMRC enquiries and disclosures
VAT is one of the most challenging areas of compliance. Our team helps you understand your obligations and identify opportunities for relief or improved efficiency.
- Land and property (construction conversions land sales capital goods scheme)
- International trade and cross-border VAT
- Transfer of a business as a going concern
- Partial exemption
- VAT for charities and not-for-profit organisations
- VAT for health professionals insurers finance providers and education organisations
- VAT reviews and clearance applications
We help employers meet their compliance obligations while managing tax risk associated with workforce and employee reward.
- Employment-related securities
- PAYE compliance and reporting
- Benefits-in-kind and P11D reporting
- Statutory payments
- Termination awards
- Internationally mobile employees
- PAYE Settlement Agreements (PSAs)
- CIS
- Travel subsistence and expenses
- Employment allowance
- Holiday pay and entitlements
- Auto-enrolment
- National Minimum Wage compliance
R&D tax incentives remain a valuable source of funding, but the rules are complex. We offer robust support to help maximise claims while minimising risk.
- Assessing eligibility and viability of R&D claims
- Preparing or reviewing technical narratives
- Preparing or reviewing R&D calculations and computations
- Advising on qualifying and non-qualifying activities
- Guidance on subsidies grants and their impact
- SME vs RDEC advice and contract review
- Optimisation and de-risking of existing or historic claims
