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Expert Support Tailored to Your Needs

Tax
Planning

At Bourne Accountancy, we understand that every client is different — which is why we have built our services around key areas where we add the most value.

Tax affects nearly every financial decision we make — whether you are running a business, investing in property, holding international assets, or managing family wealth. At Bourne Accountancy, we help you navigate the UK’s ever-evolving tax landscape with clarity, care, and confidence.

 

Paying the right amount of tax — not more, not less — is essential. That requires more than just compliance; it requires foresight, planning, and a detailed understanding of the law.

 

The UK tax system is complex, technical, and frequently changing. From annual Budget updates to major reforms, it is critical to stay informed — and to work with advisers who combine technical knowledge with real-world experience.

 

Our team of experienced Chartered Tax Advisers provides tailored, forward-looking tax advice to help you:

  • Structure your business or personal affairs tax-efficiently
  • Make the most of available allowances, reliefs, and exemptions
  • Reduce unnecessary liabilities while remaining fully compliant
  • Plan for the future, whether you’re building wealth or passing it on

Whether you’re an individual, business owner, trustee, or executor, we take time to understand your circumstances and provide guidance that aligns with both your financial goals and the law.

Our Areas of Specialism

Inheritance Tax (IHT) Advice

We help individuals and families protect their wealth across generations. Whether you are planning your estate, making lifetime gifts, or managing a trust, we will help you minimise IHT while honouring your long-term intentions.

Property Incorporations

For landlords and property investors, we advise on the tax implications and benefits of incorporating property portfolios. We ensure that transitions are compliant, efficient, and aligned with your financial strategy.

Income & Capital Gains Tax

We provide tailored advice on managing income from multiple sources, and planning for the sale or disposal of assets — including shares, property, or businesses — to minimise Capital Gains Tax exposure.

Exiting from Business

Thinking of selling, retiring, or handing over the reins? We will help you structure a tax-efficient exit strategy that preserves the value of your business and rewards your years of hard work.

International Tax

Whether you are a UK resident with overseas interests, or a foreign national with UK tax obligations, we advise on cross-border tax issues, residency status, double tax treaties, and more — ensuring you remain compliant both in the UK and abroad.

EIS/SEIS Investment Schemes

We advise individuals and companies on the tax benefits and compliance requirements of the Enterprise Investment Scheme (EIS) and Seed Enterprise Investment Scheme (SEIS), helping you raise investment or reduce personal tax liabilities through early-stage company support.

Company Restructuring

Whether you are scaling, consolidating, or preparing for sale, we help you structure your business in a way that supports growth, improves efficiency, and optimises tax outcomes.
Let us help you plan with confidence — today, and for the future.

In a complex and changing Tax environment, trusted advice is more valuable than ever.

About us

We are an independent firm of Chartered Certified Accountants and Chartered Tax Advisers based in London. Since our establishment, we have been dedicated to supporting clients on their business journey, providing practical, reliable, and forward-thinking advice.

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