What can I expect at a tax consultation with Mark Davies & Associates?
At your first meeting, our advisers will look at your unique set of circumstances, such as where you are domiciled or tax resident. We will talk about what types of income you have received and in which country you received them. Most importantly, we will find out how your future plans may impact your tax planning.
By building up a picture of your financial affairs we can guide you through your tax strategy and reporting obligations in a way which results in the best outcome for you and your family.
What happens next?
We will agree a fee and time-frame in order to deliver your tailored tax advice. This will include practical steps to make sure that you pay the right amount of tax and meet your HMRC reporting obligations. There may be personal allowances, double tax treaties and/or tax reliefs available under UK tax law and a range of tax planning tools to lessen your tax burden.