Strategic Tax Planning & Tax Mitigation Services in Oxfordshire | Potts & Co Accountants Ltd

The words “tax” and “savings” are rarely paired together, but UK tax legislation offers numerous legitimate allowances, reliefs, and structure options designed to help individuals and business owners legally minimise their tax liabilities.

Navigating the detailed tax code can be daunting, but at Potts & Co Accountants Limited, based in Middle Barton, we take the hassle out of tax planning. We conduct comprehensive tax planning reviews to ensure you retain more of your hard-earned profits while staying fully compliant with HMRC rules.

Practical Tax-Saving Strategies for Your Business & Personal Finances

Our proactive tax planning services cover every stage of your business journey and personal wealth management:

  • Profit Extraction & Dividend Planning: For limited company directors, we structure your remuneration using the most tax-efficient combination of salary, dividends, and director pension contributions.
  • Capital Allowances & Expense Claims: We ensure you claim 100% of allowable business expenses and capital allowances (such as Annual Investment Allowance) on equipment, machinery, vehicle running costs, and office premises.
  • Pre-Registration VAT Reclaims: If you recently registered for VAT, we can review past purchases to recover input VAT paid on goods and eligible services prior to your registration date, boosting your business cash flow.
  • Capital Gains Tax (CGT) Mitigation: Selling property, business shares, or assets? We advise on reliefs such as Business Asset Disposal Relief (formerly Entrepreneurs’ Relief) and gift reliefs to minimise your CGT burden upon asset sales.

Sole Trader vs. Limited Company Structuring: We analyse your income levels and growth trajectory to determine whether operating as a sole trader, partnership, or limited company delivers the greatest overall tax efficiency.

Proactive Tax Reviews: Don’t Pay More Than You Legally Owe

HMRC will never notify you if you fail to claim a tax allowance or relief to which you are entitled. Proactive planning is the only way to safeguard your earnings.

Our structured tax planning review examines your current trading arrangements, family income splits, pension provisions, and future asset sales. By keeping up to date with changing tax thresholds and rules, we uncover opportunities to reduce liabilities across Income Tax, Corporation Tax, VAT, and Capital Gains Tax.

Why Choose Potts & Co for Tax Planning in Oxfordshire?

Partner-Led Expertise: Direct tax planning reviews and strategy sessions led by Chartered Accountant Ray Potts and partner Cathy Potts.

  • Tailored Personal Service: We visit you at your business location across Middle Barton, Chipping Norton, Bicester, Oxford, and the surrounding areas to review your complete financial position.
  • Decades of Proven Experience: Helping local Oxfordshire business owners legally protect their earnings and plan tax-efficient growth since 1985.
  • Transparent Fixed Pricing: Honest advice and clear, competitive pricing with no hidden charges.

Start Saving on Your Business & Personal Taxes Today

Ready to review your tax position and discover potential tax savings? Contact Potts & Co Accountants today to arrange your tax planning consultation.

Call Us: 01869 347 666