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💡 Tax Planning & Reliefs

Keep More of What
You Earn — Legally

Proactive tax planning is the most powerful tool available to UK business owners and individuals. From R&D credits and EIS investment relief to dividend planning and pension contributions — we identify and claim every relief you’re entitled to.

✓ R&D Tax Credits ✓ EIS & SEIS Relief ✓ Year-Round Planning ✓ ACCA Qualified
💡 Proactive Year-Round Planning
🔬 R&D Credits Specialists
📈 EIS / SEIS Investment Relief
💰 Dividend & Salary Optimisation
🏛️ HMRC Registered Agent
Tax Planning & Reliefs

Every Relief Available to You —
Claimed in Full

Most UK businesses and individuals overpay tax simply because they don’t know what they’re entitled to claim. Our proactive approach ensures every available relief, allowance and credit is identified and claimed — legally and fully documented.

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💰 Save thousands annually

Proactive Tax Planning

Year-round tax planning — not just at year end. We review your financial position quarterly, advise on timing of income and expenditure, and implement strategies that compound savings year after year.

Quarterly Reviews Year-Round Income Timing Expenditure Planning
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💰 Up to 33p per £1 spent

R&D Tax Credits

Research & Development tax credits for UK companies investing in innovation — covering software development, product development, process improvements and more. We prepare the technical and financial narrative for HMRC and maximise your claim.

SME Scheme RDEC Technical Narrative Cash Refunds
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💰 Up to 50% income tax relief

EIS & SEIS Investment Relief

Enterprise Investment Scheme and Seed EIS reliefs for investors and qualifying companies — up to 50% income tax relief on SEIS investments, CGT deferral, loss relief and inheritance tax exemptions after 2 years.

50% SEIS Relief 30% EIS Relief CGT Deferral IHT Exempt
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💰 10% CGT rate vs 20%

Business Asset Disposal Relief

Formerly Entrepreneurs’ Relief — a 10% Capital Gains Tax rate on qualifying business disposals, up to a £1 million lifetime allowance. We advise on qualifying conditions, structure disposals correctly and ensure the claim is maximised.

10% CGT Rate £1m Lifetime Business Disposals Share Sales
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💰 Optimise your take-home pay

Dividend & Salary Planning

The most tax-efficient extraction strategy for limited company directors — balancing salary, dividends, pension contributions and benefits to minimise Income Tax, NIC and Corporation Tax across the whole structure.

Director Strategy NIC Minimisation Dividend Allowance Tax Efficiency
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💰 Up to 45% tax relief

Pension Contribution Planning

Maximise pension contributions to reduce taxable profits and personal income — with up to 45% tax relief for higher earners. We advise on annual allowances, carry forward rules, employer contributions and the most tax-efficient pension strategy.

45% Relief Annual Allowance Carry Forward Employer Pension
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💰 Avoid double taxation

International Tax & Treaties

Cross-border tax planning for individuals and businesses with international operations — double tax treaty analysis, foreign tax credits, transfer pricing guidance and non-domicile tax planning for internationally mobile individuals.

Double Tax Treaties Foreign Credits Non-Dom Planning Transfer Pricing
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Real Savings

What Our Clients Actually Save

Tax planning isn’t a luxury — it’s the highest-return investment a UK business owner can make. Here are typical savings our clients achieve through proactive planning.

£14k
Average Annual Tax Saving
Through proactive dividend & salary planning for limited company directors — often the single biggest tax win.
£28k
R&D Tax Credit Claims
Average R&D credit claimed for qualifying SMEs — often including activities businesses didn’t realise qualified.
£50k
BADR Tax Saving on Exit
Saving on a £500k business sale through Business Asset Disposal Relief — 10% vs 20% CGT rate on qualifying gains.
Why Britvex

Planning That Pays For
Itself Many Times Over

📅

Year-Round — Not Just Year End

Effective tax planning happens throughout the year, not in a panic before the deadline. We review your position every quarter and implement strategies when they’ll have the most impact.

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We Find What Others Miss

Most accountants file what you give them. We review your full circumstances — business, personal, property and investments — to identify reliefs most clients have never claimed.

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100% Legal — Fully Documented

All our tax planning strategies are legitimate, fully documented and HMRC-compliant. We don’t recommend aggressive schemes — we maximise what the legislation genuinely allows.

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Savings Always Exceed Fees

Our tax planning clients consistently save more in tax than they pay in fees — often by a significant multiple. Tax planning is the highest-return investment most business owners can make.

33p
Per £1 spent on R&D returned
50%
SEIS income tax relief rate
10%
CGT rate with BADR vs 20%
45%
Pension relief for higher earners
“Britvex found £28,000 in R&D credits we’d never claimed — and restructured our dividend strategy to save another £11,000 per year.”
⭐⭐⭐⭐⭐ — Tech Company Director, London
Tax Planning Specialists

Find Out How Much Tax
You Could Save

Book a free 30-minute tax planning review. We’ll look at your full situation, identify what you’re missing and give you a clear picture of what’s available — no obligation, no jargon.