Why Choose APH as Your Tax Advisor
Proactive tax planning
We don’t just react to tax bills. We plan ahead throughout the year to minimise your tax liability legally.
Save thousands annually
Good tax advice typically saves 5-10 times its cost. Many clients save £5,000-£20,000+ through strategic planning.
HMRC expertise
We handle HMRC enquiries, disputes, and investigations. We know tax law inside out and defend your position effectively.
Personal service
Work with the same tax advisor who understands your situation. We provide tailored strategies, not generic advice.
Local Wirral advisors
Based in Wallasey Village. Meet us face to face or work remotely across Wirral.
Our Tax Advisory Services
- Tax Planning – Income tax planning, corporation tax strategies, capital gains planning, inheritance tax advice, profit extraction.
- Business Tax – Dividend vs salary optimisation, director’s remuneration, business structure advice, capital allowances, R&D tax credits.
- Personal Tax – High earner tax planning, pension strategies, investment tax, rental property tax, offshore income.
- HMRC Support – Enquiry defense, investigation support, penalty appeals, tax dispute resolution, compliance reviews.
- Property Tax – Buy to let structures, capital gains on sales, furnished holiday lettings, principal private residence relief.
- Succession Planning – Business valuations, share transfers, inheritance tax planning, estate planning, trust advice.
What Business Owners Say
Phil Paul McWilliam
“I have used APH for a number of years. Paul, Helen and Carla have looked after my accounts in an extremely professional and timely manner. Their advice has helped me on a business and personal level and I can’t thank them enough.”
Mike Waywell
“I can’t recommend APH highly enough. They’ve been brilliant supporting me across two different businesses, handling everything from regular tax submissions and bookkeeping right through to restructuring shares and selling one of the companies.”
Anna Cook (8 Years)
“Matt is incredibly patient, helpful and very professional. As I moved between countries and had businesses in other countries as well as the UK, they made sure all changes were compliant.”
Who Benefits From Tax Advice
- Business owners – Optimise profit extraction, minimise corporation tax, plan for growth and exit strategies.
- High earners (£50k+) – Protect personal allowance, maximise pension relief, reduce higher rate tax exposure.
- Company directors – Balance salary and dividends, optimise director’s remuneration, plan tax efficiently.
- Landlords and investors – Tax-efficient property structures, capital gains planning, portfolio optimisation.
- Self-employed professionals – Maximise expense claims, structure income efficiently, plan for retirement.
- Families planning wealth transfer – Inheritance tax planning, gift strategies, succession advice.
What’s Included in Our Service
Common Tax Planning Strategies
- Pension contributions – Reduce income tax while building retirement wealth. We calculate optimal contribution levels.
- Dividend vs salary optimisation – The right balance saves thousands in tax and National Insurance annually.
- Capital allowances – Claim full relief on equipment, vehicles, and property improvements to reduce tax bills.
- Timing strategies – Strategic timing of income and expenses shifts profits between tax years for maximum efficiency.
- Structure optimisation – Choosing the right business structure (sole trader, limited company, partnership) saves significant tax.
Frequently Asked Questions
Typical savings range from £2,000-£10,000 for small businesses to £20,000+ for larger companies or high earners. Good planning pays for itself many times over.
Absolutely. Tax planning uses legitimate allowances and structures. It’s very different from illegal tax avoidance.
Now. The earlier in the tax year you plan, the more opportunities available. Last-minute planning limits options.
Yes. We represent clients in HMRC enquiries, investigations, and disputes, defending your position throughout.
Tax planning is typically included in ongoing accounting packages. Standalone consultations from £500-1,000 depending on complexity.
Yes. We can review past returns, identify overpayments, and potentially reclaim tax going back four years.
Get a quick quote
We understand that people are busy, give us as much information as you can about your query below and one of our team will be in touch with next steps and some advice.