At The Tax Lead, we work closely with high-net-worth individuals who demand clarity, discretion, and precision. Our clients include property investors, business owners, senior executives, and family office professionals who want proactive tax planning and honest, expert guidance.
Personal Tax Planning
We take a full view of your income, investments, pensions, and properties to build a tax plan that works today and evolves with you. No templated advice. Just be careful, consider planning that reflects your goals.
Succession & Estate Planning
Passing wealth to the next generation is personal. We help structure your estate to minimise inheritance tax, protect your legacy, and ensure your plans are tax-efficient and fully compliant.
Exit Strategy
Planning to sell a business or offload a major asset? The right exit strategy can preserve millions. We work with you and your advisers to minimise exposure and unlock value at the right time
UK Tax Residency & Domicile
Your tax residency and domicile status can have major implications. We help you understand the rules, manage split years, and make decisions that align with your lifestyle and long-term goals
WHY PROPERTY BUSINESSES TRUST THE TAX LEAD
Property businesses trust The Tax Lead for expert tax solutions, ensuring maximum savings, compliance, and tailored financial strategies.
- We speak your language and understand your obligations
- Trusted by charitable groups, housing providers, and social landlords
- Expertise in charity tax law, VAT complexities, and HMRC clearances
- Strategic thinking that aligns structure with purpose
- Human support that sees the big picture, not just line items
- Alignment between charity governance and financial planning
Frequently Asked Questions
Residency is based on time spent in the UK. Domicile is broader and impacts your long-term tax profile. We help you navigate both.
By using reliefs, trusts, gifting strategies, and lifetime planning. We tailor solutions to your family and asset mix.
At least one year in advance. The earlier we plan, the more flexibility and tax savings we can secure.
Detailed transaction logs, invoices, and VAT treatment notes are key. We help set up proper systems so you’re always ready.
Yes. We often support globally mobile clients and UK residents with offshore interests.
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