Helping you plan strategically for future security

Tax, whether on your income, business or investments, can be complicated and hard to unravel. It can be difficult to know what you should and should not be paying, what new tax legislation means for you and how best you can utilise your tax payments.


Efficient tax planning can make a huge improvement to your personal and business finances, not just in terms of immediate cash flow and profit, but also in protecting your wider interests and securing your wealth for the future.


Our specialist tax team can give you expert advice on tax compliance and tax planning.


Tax Planning

Tax planning involves thinking ahead to create a strategy that helps minimise the amount of taxes you pay. We’ll talk with you so that we fully understand your personal or corporate financial goals and then we can help you create a tax strategy that follows all tax regulations that apply to you, but also helps you save your money and doesn’t hinder you in achieving your financial goals.


We’ll take a proactive approach so that we can advise you on changing legislation, new planning opportunities and avoiding any tax liabilities.  Our tax team’s focus is to let you know of any issues well in advance of the due date, so that there are no nasty surprises at the end of the tax year.


Our tax specialist at Welch & Co can give you expert advice, on any area of personal or company tax, such as:

  • Inheritance tax and will planning
  • Property planning
  • Group tax planning and reorganisations
  • Research and development tax credits
  • Trusts and estates
  • Personal pensions
  • Tax-free savings and investments
  • Profit extraction and tax efficient remuneration
  • Maximising tax allowances on capital expenditure
  • Employee share schemes and benefits
  • VAT advice
  • Capital gains tax planning
  •  Planning for business sale or succession
  • Company reconstructions and demergers

Of course, the amount of tax you pay depends on your personal situation, so we spend a lot of time getting to know you and your business. There is no such thing as a ‘typical’ tax client at Welch & Co and we don’t believe in selling expensive, complicated schemes either. Our tax advisers will talk with you to create a tax plan that is tailored to your specific needs or that of your business – so that we can give you the best deal for your money.


At Welch & Co we explain our ideas and the complexities of the financial marketplace so that you know exactly what we’re talking about, without complicated financial jargon. Our investment in the latest technology and software also means that our tax services are consistent and efficient.