- Reduced tax bills
- Tax efficiency
- Better cash flow
- Mitigate unexpected tax bills
Why do I need a tax advisor?
- Minimise tax bills
- Maximise income and profitability
- Free up cash which will enable you to spend in more important areas
- Help you achieve your goals and make effective financial decisions
- Take away stress and provide peace of mind
How does tax advisory work?
Let Caldwell Penn do the hard work for you
- We have a team of in-house experts with detailed knowledge of the latest tax legislation and available reliefs, allowances and benefit structures to save you as much money as possible
- We work proactively and efficiently with clients, providing easy to understand forecasts
- Deadlines and tax compliance requirements are always met
- We have experience working with a wide range of business and individuals, so you're in good hands!
What services do we provide?
We've got you covered
- Remuneration planning
- Tax planning across full range of taxes
- Inheritance tax and estate planning
- Capital gains tax
- Tax investigations
- Research & Development
- Patent box
- Creative tax relief
- Employee share schemes
- Converting rental property into business for tax purposes
- Capital allowances
- Tax efficient company structures
- Business succession planning
- Property tax
- Private client estate tax planning
- Tax funding
"I have always found everyone that I have dealt with at Caldwell Penn to be knowledgeable, friendly and responsive. I would recommend anyone looking for tax or accounting advice to seriously consider Caldwell Penn."
Tim Ward, Cityward Limited
"We have used Caldwell Penn for over 10 years. Their service is always faultless and they are a valued member of the team, enabling us to concentrate on our business with the confidence to know that the accounting function is in safe hands."
TONY BINNIE, Brockwell Group Limited
"Personally, I find everyone at the firm extremely helpful, patient and always completely professional"
Andy McStravick, McStravick Consulting Limited
"The team at Caldwell Penn take care of our accounts and payroll so that we can focus on our core business objectives. Their Bramley office is in a great out of town location with easy access and free parking. Caldwell penn didn't hesitate in assisting with a reference for our companies recent AIPP accreditation. A professional and friendly service above and beyond expectation. We wouldn't hesitate in recommending Caldwell Penn again and again!"
Elliott Ward, The Again Group Ltd
"The team at Caldwell Penn provide an indispensable service to our Club. Their advice in completing year end accounts is practical, responsive and approachable. Their audit service is always professional and supportive, giving both the Club members and Committee great benefit. We would thoroughly recommend this firm."
Godalming Naval Club
"I cannot recommend Mark and the team at Caldwell Penn highly enough. As a small business owner, what I need is great advice and high quality of work delivered when I need it, and they deliver this every time."
Jon Horton, Shorton Property LLP
"Caldwell Penn helped to set up my first business in 2010, initially as a Sole Trader, then as a Limited Company and this year advised on the structure of a second company with all the joys of VAT and payroll to contend with. Knowing that Mark and the team manage our accounts and tax allows us to do our job and grow the business. I would happily recommend their professional and friendly service to any start-up or growing business and being local is a real bonus."
Kevin Kingham, UK Lanyard Makers Ltd
"Caldwell Penn have become an essential arm of our business. They provide a very personal service and are very proactive and forward-thinking in their advice. Most importantly, they are great at chasing us for our personal tax return information!"
Lori Clarke, Propitas Building & Project Consultants Limited
"Caldwell Penn feels like a family who care about you."
"I have been hugely impressed with the team at Caldwell Penn from my very first meeting. The swiftness of responses to any queries never ceases to amaze; I have always been treated with enormous respect despite, no doubt, often asking highly ignorant questions given my very primitive understanding of tax.Their friendly help and guidance has enabled me to get my tax affairs suitably organised and I sleep more soundly at night knowing I am in safe hands, not to mention better off. I would recommend them to anyone."
Thomas Hobbs, Thomas Hobbs Tenor Ltd
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