Specialist tax advice to meet all your needs…

At Cavanagh Kelly, our experienced team of Chartered Tax Advisors are committed to minimising the tax burden for our corporate and personal clients, offering expert tax advice and solutions to suit the needs of companies, businesses and individuals.

Be it your annual tax return, complex tax planning to suit your commercial needs or advice and assistance with a tax investigation, we can provide timely advice on the best way forward for you or your business.

By keeping close to legislative changes and, through continuous research on tax matters across these islands, our team of experts take pride in identifying new tax management opportunities for clients every day.

Our team offer specialist advice tailored for the needs of different industries, from manufacturing, research and development, retail or construction we ensure our clients are aware of the tax breaks for their individual business. Ensuring they make the right decision with the right advice.

DELIVERING SPECIALIST CORPORATE, BUSINESS AND PERSONAL TAX SERVICES INCLUDING...

Inheritance Tax (IHT) & Will Planning

Providing for loved ones after you’re gone can be difficult with the high rate of IHT and the limitations of relief.

Lack of preparation during your lifetime may lead to up to 40% of your assets being left to the taxman. Careful tax planning at an early stage will ensure you maximize available opportunities and limit exposure for those left behind.

Our dedicated team of tax professionals will help you quantify your potential liability, advise on the most tax efficient manner to retain or transfer assets, draft tax efficient wills and establish and manage trusts.

We also specialize in advising business owners on transferring your business to your children without significantly reducing your standard of living.

Effective Wealth Management

Our team of experts specialize in advising high net worth individuals on the most effective vehicles for managing personal and corporate wealth. We have developed significant expertise in advising many of Northern Ireland’s wealthiest individuals on managing their wealth in the most tax efficient manner.

Property Tax Planning

The property market has reached new heights in recent years. The correction in the market has led to new challenges for property owners at all levels. Our team of specialists can help you take tax efficient decisions on your property portfolio and ensure that you avail of relevant reliefs, as well as managing any exposure to capital gains tax, stamp duty land tax and other tax liabilities.

Strategic Tax Planning

Cavanagh Kelly have a strong reputation for delivering first class tax advice on corporate restructuring, mergers and acquisitions, sale of business and business development. We also advise on the tax implications of restructuring and insolvency proceedings, managing the opportunities in difficult situations.

Overseas tax planning

Northern Ireland business continues to reach new markets. Our expert team work with businesses with bases right across the world. Our advisors can advise you on the tax implications of moving to new markets as well as the compliance requirements in your new pastures, including:

• expanding trading operations into ROI and mainland Europe
• acquisition and disposal of foreign investment.
• VAT and Customs Duty issues
• Tax efficient cross border finance arrangements
• Change of Residency and/ or Domicile in order to minimise liability to IT, CT, CGT and IHT.

Tax Investigations

Notification of a tax investigation can be stressful for the even the best prepared company, business or individual. With 20 years’ experience of working with tax inspectors, our dedicated team of Chartered Tax Advisors has the knowledge and expertise to both challenge and negotiate on your behalf, thus ensuring a positive outcome for all parties. Our experience shows that the right advice at the outset of the enquiry is key to ensuring a fair settlement.

Budget updates

We regularly present updates across Northern Ireland, as well as issuing newsletters on pre-budget and budget announcements from the Chancellor of the Exchequer.

The science of compliance

Our team of Chartered Tax Advisors can also advise you on all aspects of tax compliance including:

• Corporation Tax
• Income Tax
• Capital Gains Tax
• Inheritance Tax
• Value Added Tax
• Stamp Duty Land Tax

Working closely with our Corporate Services team, our specialist tax advisors prepare tax solutions which match your corporate needs.

E-mail: tax@cavanaghkelly.com for more information on any of our specialist tax services.