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UK Tax Planning Services & Fees

This page sets out the fees for our most commonly requested UK tax planning services. Some services are not listed, as costs are determined on a case-by-case basis. For a tailored quotation on any service not shown here, please contact us directly.

All fees are quoted in British Pounds Sterling (GBP) and are exclusive of VAT at 20%. The fees shown cover standard services only; more complex matters may be subject to higher charges depending on the scope of work required.

If your circumstances require bespoke advice — for example, on inheritance tax, capital gains, property transactions, or residency — we would be pleased to provide an individual quotation following an initial consultation.

Fee list
Consultations

Tax planning (initial) - 60 minutes

£250
Inheritance Tax (IHT) Planning

Review of Estate & Will structures

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Capital Gains Tax (CGT) Advice

CGT on UK residential property disposals

£800
Income Tax Planning
£1,000

Lifetime gifting strategy and exemptions

Trust planning and succession advice

£1,200
£1,500
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CGT planning for multiple properties or investments

CGT with international considerations (e.g. non-UK assets)

Tax implications of property purchases (UK residents)

Stamp Duty Land Tax (SDLT) review and advice

Structuring property ownership (personal vs. company)

£1,200
£1,500
£750
£500
£1,200

Follow up 15 mins

Free

Tax planning for high earners with multiple income sources

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£1,200

Optimising use of allowances and reliefs

Advice on employment vs. self-employment structures

£700
£1,000
Residency & International Matters
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£1,200

UK tax residency and “Statutory Residence Test” advice

Cross-border income and double taxation relief

Structuring assets for clients moving into or out of the UK

£1,500
£1,800
Ongoing Advisory
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Annual review of personal tax position

£1,000

Ad-hoc advisory - hourly rate

£350
Capital Gains Tax (CGT) Advice
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