Executive Tax Planning Services

The services are focused on taking full advantage of lower risk tax planning opportunities to increase executive returns on their personal wealth. This includes executive assistance to review and manage risks not covered by executive corporate benefits through the delivery of streamlined services that maximise value whilst minimising cost.

Such services can include:

  • Individual executive meetings. The executive’s history, personal wealth and future plans will be matched with the expertise of a Watts Woollett LLP partner who will build for them a personal action list and follow up that advice within available budgets.
  • Tax return preparation or review services with password protected online filing.
  • Seminars, surgeries and workshops because:
    • seminars are an effective way of delivering advice to groups on common topics such as residence and domicile, capital taxes and share schemes. Ideally seminars are aligned to key corporate dates, share scheme event dates and other changes to corporate benefits or tax rules
    • surgeries are a cheaper way of providing immediate consulting advice to individuals with less pre and post meeting activity and they can be combined with seminars
    • workshops are typically designed to meet a need for more in depth advice on a particular topic which requires special attention.
  • E-mail and telephone helplines which can be used to:
    • project manage the take up and in many cases the delivery of the above services
    • handle questions and provide advice on a particular short term project - for example share scheme vesting or year end planning when the executive group may have a limited time in which to make decisions.
  • Helpsheets which can be designed to provide general information on key tax and financial planning topics, for delivery either at a seminar or via a company intranet site.

As you can see, we treat the company in the same way that we treat the executive by matching our capabilities to their needs to deliver value in the most effective way. Our variety of services means that we can design bespoke programmes with our clients to meet their needs within available budgets and their timeframe for action.

Project planning is a key component of our services as is our desire to agree costs in advance to ensure mutual expectations are clearly understood at the outset and managed effectively thereafter with no surprises. Our fee rates are significantly lower than larger accountancy firms yet we have an operating infrastructure that mirrors those services in our areas of expertise with experienced partners who have worked in that environment for many years.

Watts Woollett LLP