Protect your wealth with expert planning strategies

Inheritance tax planning

Your estate will be subject to IHT at up to 40% when you die, to the extent that it exceeds the individual nil-rate band. If your spouse dies before you, without fully utilising their nil-rate band, the unused amount can be carried forward to use when you die.

Your family home may provide you with an additional tax-free allowance, known as the Residence Nil-Rate Band. However, this relief can be subject to tapering, or you may not qualify at all.

Calculating your potential exposure to IHT is vital for any taxpayer likely to exceed the nil rate bands and in the vast majority of cases, most, if not all, of this tax burden can be mitigated through successful IHT planning.

Get in touch with us today to discuss how GLX can help to calculate and mitigate your IHT bill to ensure that as much of your estate as possible is passed on to those you want to receive it, rather than HMRC!

Personal tax planning

With legislation forever changing, ensuring you maximise your personal tax efficiency is more important then ever. Your business works hard to generate profits so we believe it’s vital that the owners extract that wealth as efficiently as possible.

Together with our expertise and a network of excellent professional advisers, we are able to help guide you in all aspects of your personal wealth and tax planning.

Our team at GLX work with you lighten the burden of personal tax planning and demystify ever changing legislation.

Frequently asked questions…

How do I get started with GLX?

The first step is to book a free consultation with us. 

You’ll speak to a dedicated member of our team who will get to know you, your business and work out a scope and pricing that suits your business and circumstances.

Together we’ll tailor a package and once agreed you’ll receive an engagement proposal that will outline in full detail the services we’ll provide.

How do I go about switching accountants?

The thought of moving accountants or even starting with a new one can often be a daunting prospect, but trust us when we say it isn’t as difficult as you think. 

We have helped transfer lots of local businesses from other accountancy practices to GLX and we always ensure this is as hassle free as possible. 

If you’ve decided it’s time for a change, simply book a free consultation with GLX, tell your current accountant that you’re leaving, and we’ll take care of the rest.

Who do GLX help?

We provide services to limited companies, company directors, personal taxpayers, self-employed individuals, partnerships and property landlords. Our services are tailored to you and your needs. 

What are your charges?

In order to provide you with a quotation, we can arrange a free, no obligation, consultation with you to discuss your individual needs so that you only pay for the level of support that you require. 

This allows us to best understand your needs and provide a tailored quotation for you.  From this meeting we will provide you with a fixed fee quote that we both agree to and you will then know exactly what you are paying for the services we provide.  

“I would and will highly recommend them to anyone.”

“I've been with GLX for over a year now and have found them to be very efficient, always there when you need them and knowledgeable. They are always on the end of the phone when you need them, answer e-mails very quickly and give the right advice. I'm very pleased with my service.”

Robert U

Contact us

Let’s talk!

Our team of expert specialists are here and ready to help you take your business accounting to the next level.