Carefully constructed tax planning

Constructing the right plans for your tax

We work with our clients to mitigate or reduce income, capital gains and inheritance tax liabilities.

Sophisticated tax structuring

For individuals through to multinationals, tax is a complex system to negotiate. But a considered, tailored strategy can lessen the burden, allowing your money to go further, faster.

Income. Capital gains. Inheritance. Tax comes in many forms – and our advice covers every shape and size, from ISAs and pensions to Business Property Relief, Venture Capital Trusts (VCTs) and Enterprise Investment Schemes (EIS). The path to effectively mitigating tax liabilities is rarely one we take alone. So at Synthesis, we work in tandem with chartered tax advisors, accountants and solicitors.

Our tax planning services cover:

ENTERPRISE AND VENTURE CAPITAL SCHEMES: EIS, VCTS AND SEIS
ESTATE & INHERITANCE TAX
Helping you understand company stock options, including RUS
MAXIMISING TAX ALLOWANCES: INCOME, INHERITANCE AND CAPITAL GAINS
PENSION CONTRIBUTIONS & TAX RELIEF
WEALTH STRUCTURING TO MITIGATE OR LIMIT TAXES

The Financial Conduct Authority does not regulate tax advice. Investments carry risks. EIS/VCT/BPR are only suitable for a small number of clients. These products are high risk, and you could lose the value of the investment.

Tax planning news and views

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Jonathon has taken the time to understand our situation, lifestyle and outlook, and formulate achievable financial objectives.

Synthesis Client

Bristol
A very professional and relaxed exchange, and a bespoke and that’s truly unique.

Ian

Bath
My family and I found it really helpful talking to Samantha. She helped us understand our options and patiently talked us through aspects of our finances that we had not considered properly before. We really enjoyed our conversation and are looking forward to working with Samantha in the future.

Luke

London
Samantha is very knowledgeable and spent time understanding my circumstances and my retirement wants and needs. Samantha helped me plan for a comfortable retirement which is what I was hoping to achieve.

Caira

Bath