Tax Planning

High-worth, low-tax solutions for individuals and owner-managed businesses — legally and cleanly.

We’ve been advising on tax for over fifty years. For both high-net-worth individuals and the businesses they run, we help minimise income tax, inheritance tax, corporation tax and capital gains tax — while staying squarely on the right side of HMRC.

Tax planning at Philip Barnes & Co is not a one-off exercise around a year-end. It’s a continuous conversation about how money moves through your personal and corporate affairs, and where structure can earn its keep.

Areas we cover

  • Personal tax planning — income, capital gains, dividends
  • Inheritance tax and succession structures
  • Corporation tax planning for owner-managed businesses
  • Remuneration strategy across salary, dividends and pensions

A free initial conversation

No pitch — just a conversation about your business and whether we’re the right fit.