Most clients encounter tax advice as a reaction to legal events. At Davern Partners LLP, accountants and tax advisors are in the room from the outset.

Whether your matter involves planning for the future, complying with current obligations, or responding to HMRC, our tax advisors work alongside the legal team, not separately from it.

Inheritance Tax Planning

BPR, APR, Gifting, nil-rate band, residence nil rate band and seven-year rule

Capital Gains Tax

Property disposals, business assets, divorce transfers, holdover and incorporation relief

Stamp Duty Land Tax

Higher rates surcharge, connected companies, group relief and mixed-use

Trust Tax & Compliance

SA900, TRS registration, ten-year changes, exit charges and trustee reporting

Pension & Retirement Planning

Annual allowance, carry-forward, tapered allowance, MPAA - tax analysis only

Tax Enquiries & Disclosures

HMRC enquiries, voluntary disclosures, penalty mitigation and corrections

Business Tax & Structuring

Corporate tax, family investment companies, exit planning and pre-sale reorganisation

Accounts & Compliance

Assisting with all accounting compliance needs for both individuals, limited companies and partnerships