Black Swan Tax Advisers - A6 Dental Accountants Brochure

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We’re passionate about delivering high-quality tax advice to save tax for you, your business and your family.

WWW.BLACKSWANTAX.CO.UK

About Us

At Black Swan Tax, we see ourselves as more than tax advisers, we have a real understanding of what it means to be business owners.

Tax doesn’t come in a handy off-the-shelf box. It’s different for everyone. So, we take the time to get to know our clients and understand their personal priorities and commercial objectives.

We deliver an efficient, comprehensive service specialising in high quality tax advice.

Our team have trained, developed and honed their skills at the ‘Big-4 accountancy’ firms, looking after healthcare clients both nationally and internationally. The team includes tax authors, chartered accountants, chartered tax advisers and even ex-HMRC inspectors, with a combined experience of over 100 years, we’re well placed to offer advice in all areas of tax.

We are trusted partners to our clients because we value your business as much as you do.
Shoaib Khan Principal

Accounts & Tax Returns

Whether you’re a limited company, partnership, or a sole trader, it’s a legal requirement for you to submit accounts and tax returns every year. We can help you with annual accounts and tax returns, including minimising your tax liabilities, preparing and submitting tax returns, advising on payments on account, and dealing with HMRC on your behalf.

We’ve acted for Dental Associates, Hygienists and Practices for many years. We understand the issues that can arise working in the NHS and the needs of dental professionals.

Tax planning meetings

We take a proactive approach to ensure you’re not paying more tax than you should.

That’s why tax planning meetings are a core part of our service, available to all our clients.

Tax investigations

HMRC looking into your tax is the last thing you need. It can be daunting and stressful. So we take the pressure off and deal with the investigation for any tax return we have prepared.

Talk to Black Swan Tax for help and support with all your accounts and tax return needs:

Preparation of accounts and tax returns for Practices, Associates and Hygienists

Maximising practice

profitability

Making Tax Digital (MTD) software training and support

Refinancing

Payroll

With Black Swan Tax all your tax and accountancy needs are professionally taken care of.

Buying & Selling Practices

Whether you’re acquiring or selling your Dental practice, or restructuring your business, we offer the whole package, including identifying tax risks and helping you negotiate, so you can make the right decision.

Thinking of buying?

Our service includes investigating the commercial, financial and tax risks of any business you’re looking to acquire. We’ll also explore the possible tax implications of any acquisitions, build a tax model of the new business and review what tax warranties and indemnities are in place. And once we’ve done all these, we can identify where any operational and financial improvements can be made and support your ongoing tax affairs.

… or selling?

One of the most important aspects of selling your business is how you’ll do it and what it might mean from a tax perspective. We can help you understand your exit strategy from the business, and how the sale might impact you as a shareholder. Other ways we can support you is valuing your business - including ways you could increase the value - and using our experience to offer you insight into what buyers are looking for.

Advice on transaction structure

Tax risk assessments

Strategic advice on tax for holding companies and other new corporate structures

Advice on tax-efficient deal finance

Advice on tax-efficient return of funds to investors after a disposal

Advice on post-acquisition structuring

Of course, you’ll also need someone to check the paperwork before you sell too. We can do this for you and make sure all your legal documents, tax warranties, and indemnities are in order.

… and restructuring

Just like acquiring and selling, restructuring your business comes with tax implications. And you need to understand how they could affect you. Any new tax structure will need to be officially cleared with HMRC, so we’ll deal with them and draft the tax clearances needed for you to get it approved. And once that’s done, we’ll be on hand to put the new structure in place and help with everything tax related you might need.

Our Deal Advisory Tax team can offer:

Property Taxes

But the tax rules and regulations can be tricky to understand, so we’ll make sure you’re always one step ahead.

With property investment and development, there are several types of commercial arrangements available, some of which will suit your needs better than others. You might have a different tax situation to someone else involved, so we’ll work with you to find the right structure and make sure you’re not paying more property tax than you need to.

Our property tax service is available to property developers, private investors and business investors. Whatever your situation and property tax needs, Black Swan Tax can help.

We’ll also deal with other property professionals on your behalf too, such as solicitors, banks, and land agents to help your property transactions go smoothly.

Talk to Black Swan Tax for help and support with all your property needs:

Income Tax

Capital Gains Tax

Corporation Tax

VAT

Stamp Duty Land Tax

Annual Tax on

Enveloped Dwelling

Capital Allowance

Investing in bricks and mortar is a sensible way of diversifying your portfolio.

Inheritance Taxes

help and support with all your IHT planning needs.

Explain how IHT works

Assess your current exposure to IHT

Advise on your entitlement to statutory exemptions and reliefs

Offer guidance on making gifts to family and the use of trusts

Help you understand how IHT may impact you, your family and your business

Explain trust and estate compliance and reporting obligations

An individual residing in the UK is typically subject to IHT on their worldwide estate. A 40% tax rate means that without careful planning, a large proportion of your estate will pass on to HMRC rather than your family. That’s why IHT has been commonly described as a ‘voluntary tax’ as it has the ability to greatly impact the amount of wealth that you’re able to pass on to your family.

By taking the time to give early consideration to your circumstances, it’s possible to preserve family wealth and reduce your tax bills. IHT planning is about reducing your exposure to tax whilst retaining the assets and income, maintaining flexibility and control over any arrangements that are made.

IHT may be mitigated with proper and often simple planning, ranging from lifetime planning, will planning or even after death variation.

Talk to us about creating a plan for you that will benefit those you care about the most and ensure your assets and your business transfers in the most efficient way.

The UK Inheritance Tax (IHT) regime is complicated and emotionally difficult to think about. It’s a tax on your estate after death and potentially on some lifetime transfers.

WHAT OUR CLIENTS SAY

Incredibly professional and thorough tax advisers. Highly recommended”

I would not hesitate to recommend Black Swan Tax to anyone that needs assistance with the complexities of tax”

Excellent, professional and comprehensive service, always available, would recommend to all”

STRAIGHT TALKING, SOUND TAX ADVICE WWW.BLACKSWANTAX.CO.UK FOR MORE INFORMATION CALL 0151 316 0395 OR EMAIL INFO@BLACKSWANTAX.CO.UK Bespoke Tax Solutions Asset Protection Strategies Effective Tax Planning BST-DEN/1122
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