Taxation

We have the expertise and software to complete all relevant forms to comply with the Self Assessment regulations, in respect of Companies, Individuals, Partnerships and Trusts. We are able to give practical advice on respective tax positions and the planning opportunities available. We will also calculate any liabilities and advise accordingly.

The increased reporting obligations, complex legislation, investigation policies on the part of the tax authorities and harsher penalties for non-compliance, mean that time and resources can be taken up with tax administration. We will help to minimise tax exposure and relieve the administrative burden of compliance with current tax legislation.

We advise on a wide range of tax planning issues with the aim of minimising tax liabilities. This advice includes Inheritance tax planning, suggesting an appropriate business structure or tax efficient profit extraction from an owner managed company.

Our range of service include:

  • Self Assessment tax returns and repayment claims
  • Capital Gains Tax planning and calculations
  • Inheritance tax, succession and estate planning
  • Trust and Estate taxation
  • Capital allowances
  • Tax efficient remuneration and incentivisation of staff (Employee incentive schemes / effective remuneration planning)
  • Buying and selling businesses
  • Business structures and re-organisations
  • Tax efficient remuneration and incentives
  • Passing on the family business
  • Corporation tax advice including Research and Development claims
  • General tax planning for individuals, companies and large corporate groups
  • VAT planning and advisory services
  • Tax investigations and fee protection
  • IR35 and employment status

For more information about any of our taxation services please contact the office.


View all Scott & Wilkinson services


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Conclusion of the St John’s Hospice 50-50-500 Challenge

31st July 2023

On Friday 28th July we attended the Charity Challenge Celebration Event which marked the end of the St John’s Hospice 50-50-500 challenge in which 50 businesses in Lancaster, Morecambe and surrounding areas had 50 business working days to raise a minimum of £500 per business for our local...

2023 Rounders Tournament with Oglethorpe, Sturton & Gillibrand

14th July 2023

Yesterday evening saw the return of our annual rounders tournament against Oglethorpe, Sturton & Gillibrand Solicitors (OSG) and what an evening it turned out to be! After a week of fairly questionable weather, the sun turned up at Westgate Cricket Club for the highly-anticipated event.

Memberships & Accreditations

When appointing a firm of accountants it is important to check that they are appropriately registered and regulated.

Our clients can be assured that Scott & Wilkinson is regulated by the Institute of Chartered Accountants in England and Wales for a range of investment business activities and is an authorised training partner.