Financial Planning

Market sources can give rise to uncertainty with regard to the value of your assets. It is obviously a sensible idea, and commercially sound, to maintain a close watch on the financial and tax implications thereof. At McKenzies trained professional staff provide the following tax advisory services:

  • Income tax for the self-employed and employees, including: - family income tax planning - pensions and investments - dividend v salary v pension planning - business expenditure advice etc.
  • Capital gains tax advice for personal tax clients including: - taper relief - holdover relief where inheritance tax is payable - principal private residence relief - enterprise investment scheme relief etc.
  • Corporate tax including: - group corporation tax planning - business expenditure advice - capital expenditure advice - corporate venture scheme relief etc.
  • Inheritance Tax including: - gifts out of income - annual exemption - business property relief etc.

We are also in a position to offer international tax advice for our personal tax clients, and accounts preparation and trust taxation advice for our trust clients. You will observe, therefore, that our knowledge and expertise are far-reaching and we would be pleased to discuss your circumstances with you so that you can optimise your tax-saving opportunities by forward-thinking financial planning.

For more information, contact Colin McCoy on: Tel: 01883 717077 Fax: 01883 712243 E-mail:


McKenzies is registered to carry on audit work in the UK and is regulated for a range of investment business activities by the Institute of Chartered Accountants in England and Wales. A list of partners’ names is open to inspection at 2 Station Road West, Oxted, Surrey RH8 9EP. Copyright © McKenzies. All rights reserved.