Personal tax planning

Life events, investment decisions and changing legislation can all reshape your personal tax landscape, often without warning. Managing income tax, capital gains tax, inheritance tax and residency rules demands more than an annual check-up – it requires a proactive strategy that adapts as your circumstances evolve. Imperium delivers precisely that.

Our private-client team, led by a dedicated Director or Senior Manager, reviews every source of income, gain and potential relief. We calculate liabilities, prepare and file the necessary returns and create a forward schedule of payments, so you always know what is due and when. Trust and estate considerations, benefit-in-kind optimisation and cross-border planning all sit within one clear, confidential service.

The Imperium advantage

You receive advice grounded in deep technical knowledge and delivered through a single point of contact. We model salary-versus-dividend options, restructure benefit packages and time asset disposals to minimise capital gains tax. For new arrivals , we consider where a claim for relief under the Foreign Income and Gain provisions would be beneficial , ensuring overseas income and gainsare managed tax-efficiently. All recommendations come with clear cash-flow illustrations and a compliance checklist, giving you the confidence that every obligation is met. Should HMRC query any aspect, we handle the correspondence – providing fully documented workpapers that resolve issues swiftly and professionally.

Typical client scenarios

• Entrepreneurs extracting profits via optimal salary–dividend mixes while planning future exits.

• New arrivals to the UK looking to utilise the Foreign Income and Gains regime.

• Families using trusts to shelter assets and manage inheritance tax on a multi-generational basis.