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Specialist

Specialist services

Paul Steward’s range and depth of experience enables him to offer specialist services that many accountants and tax advisers are not able to provide.

All of the following services are carefully tailored to the client in question, and are delivered with Paul’s high quality of client service:

Capital Taxes and Pre-Owned Asset Tax Planning with Will Writing
He has made a large investment of money and time to be able to advise on these areas.  So, if you want to talk about Inheritance Tax mitigation through setting up Trusts during your lifetime, have concerns about Capital Gains Tax if you sell an asset or want to know how the Pre-Owned Asset Income Tax rules might apply to you if you give away an asset and then continue to have the benefit of the asset gifted, then contact him.  He has been on a number of Will writing courses so as to avoid pitfalls.  He also has a Tax Efficient Will Drafting textbook, a Will Precedents book and books on Probate and Executorship.  He is up-to-date with Entrepreneurs’ Relief and Investors’ Relief for CGT purposes, the reduced rate of Inheritance Tax applying where at least 10% of a net chargeable estate is gifted to charity and the Residence Nil Rate Band provisions contained in Schedule 15 of the Finance Act 2016.

International Tax issues
He is available to advise individuals or businesses and has access to standard reference works.  He has much experience with advising personal clients on emigration from the UK, immigration into the UK and expats returning to live in the UK.  He can advise on the remittance basis for non-UK domiciliar-ies.  He has previously taken a course of lectures in EU Tax Law.  He has also previously had a reply to a query published in Taxation magazine relating to the UK-USA Double Taxation Convention (DTC) and has commented on other international Personal Tax situations.  On the corporate side he under-stands the current Controlled Foreign Company (CFC) rules, transfer pricing issues and has an awareness of how the Base Erosion and Profit Shifting (BEPS) OECD project is impacting UK Corporation Tax domestically and also of the stage that the Multilateral Tax Instrument developments have reached.  If a UK incorporated company is thinking of setting up a branch overseas, then he can explain how the Finance Act 2011 rules work in practice.  He recently advised on the implications of a Managing Director leaving the UK and the international tax ramifications on the UK incorporated company.

Tax Enquiries and Investigations
He can be engaged to advise on a formal enquiry, an intervention or either civil or criminal tax investigations.  He has been on two high level conferences on this latter area and has two textbooks.  He also regularly attends update seminars so that he can continue to advise on this complex subject.

Judicial Review
He is able to carry out a preliminary assessment of whether there is a prima facie case to pursue things further with H M Revenue & Customs in the High Court. If there is, then he is able on your behalf to instruct a Solicitor and a Barrister specialising in this area of law within the three months time limit.

Basic marketing advice
Paul has a Diploma in ‘Introduction to Marketing’ from the Guildford Institute of the University of Surrey taken during 1994 and 1995.

Management consultancy
Paul has studied management and can advise on financial management, management accounting, information systems, organisational structure, team building, leadership, people skills and time management.

Administration services
Paul can use Excel, Word and Access computer software packages. He is RSA Stage II qualified in Word Processing and Audio Transcription and has a NVQ Level II in Secretarial Work from Guildford Secretarial College.

If you feel you could benefit from any of the specialist services above, please contact Paul Steward on 020 8870 2323 to find out how he can help you.  Alternatively, please send him an e-mail at paul@psteward.co.uk with your query and he will soon reply to it.