Tax Advice

Mellor Oxland LLP practise as Chartered Tax Advisers which means they are well placed to provide tax advisory and compliance services for individuals, trusts and businesses. As investments often have significant tax consequences, we work closely with Mellor Oxland to ensure that mutual clients receive well-rounded advice from a tax perspective, to complement the investment advice given by our Adviser Team. They deliver their expertise as an annual service, including compliance and high level tax advice, for a fixed fee. They are also happy to undertake individual assignments, for fees which will be fixed at the outset. Theirservices fall broadly into the following categories:

Personal Tax

As Chartered Tax Advisers they are able to offer extensive advice on all the major areas of taxation ….

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as well as helping with the day to day tax compliance burden. We can help in the following areas:
  • Income Tax
  • National Insurance
  • Capital Gains Tax
  • Inheritance Tax and Estate Planning including Trusts
  • Profit extraction
  • Retirement & Succession Planning

They can also assist in reviewing and advising on legal documents, such as Wills or Trust Deeds, from a tax viewpoint.

Trusts & Personal Appointments

Trusts can form an integral part of long term financial and tax planning, as can ensuring assets are protected in other ways by use of legal powers ….

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We are able to help with these important issues as follows:
  • Trust creation and planning
  • Trust compliance, including accounts and tax returns
  • Estate accounts and tax compliance Personal Appointments
  • Acting as a professional Trustee
  • Acting as a professional Executor
  • Acting as Power of Attorney
  • All personal appointments will be held jointly with family members of other professional advisers.

Business Services

Whether your business trades as a sole proprietor, through a partnership or as a corporate body, Mellor Oxland can help you to reach full potential….

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whilst taking care of everyday compliance matters. We can advise and assist with the following:
  • Business start-up and planning
  • Management and annual accounts
  • VAT
  • Payroll and PAYE/NI
  • Corporation Tax Returns (iXRBL)
  • Company secretarial work
  • Strategic Planning
  • Long term planning including exit strategies.

Note: The Financial Conduct Authority does not regulate taxation advice.

I moved from a larger firm to Cockburn Lucas; a smaller and more personal firm. I welcome my annual meetings with Alistair Fraser and feel able to phone him for advice whenever I feel the need to do so. After over a year I feel very positive about both the ethical stance of Cockburn Lucas and their financial results.

- John C, Private Client