Tax, Trusts & Accountancy

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About Us

Amcan Partnership offer clients professionally qualified Tax and Accountancy advice and services with a difference. As qualified <... more

Amcan Partnership offer clients professionally qualified Tax and Accountancy advice and services with a difference. As qualified Chartered Accountants and specialist Chartered Tax advisers we can provide the highest level of tax advice and our clients can have the confidence and assurance that they are receiving the most up to date tax information and expert advice.

We approach our work in a fresh and innovative way in order to provide you with the best possible advice and services. We pride ourselves on the quality of our relationships with our clients and we can explain complex tax issues in a straight forward and clear language that you can understand. It also means that because we are a relatively small firm our prices are extremely competitive and we can maintain excellence in our product control and delivery.

Our services are delivered entirely by the Partners, so that you can be confident that we are working with you directly. We take time to get to listen and get to know our clients, so that we can plan and arrange your accounts and tax affairs efficiently and effectively.

This means that you save money and can grow your profits.

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Sarah Whyte

Sarah is a Chartered Tax Adviser and a member of the Association of Taxation Techn... more

Sarah is a Chartered Tax Adviser and a member of the Association of Taxation Technicians. She has a wealth of experience in dealing with clients from small businesses up to large groups of companies and handles all aspects of tax from basic compliance through to complex advisory work.

Sarah started her tax career with a big 4 firm (KPMG) dealing with corporate and personal tax compliance. She then developed her career in two of the largest independent accountancy firms in Wales, providing expert and specialist advice for small businesses up to large corporations.

Sarah’s tax advisory experience includes implementing tax efficient methods of extracting business profits, ensuring tax-efficient structures are in place for groups of companies, advising on schemes to reward key staff, and tax planning for the sale/purchase of businesses. Sarah has also worked extensively on tax enquiries and negotiations with HM Revenue & Customs.

Sarah has contributed to “Tax Adviser” the monthly professional magazine for Chartered Tax Advisers.

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Alistair MacDonald

Alistair began his career as a Chartered Accountant and went on to specialise in taxation, becoming a more

Alistair began his career as a Chartered Accountant and went on to specialise in taxation, becoming a  Chartered Tax Adviser and a member of the Society for Trusts and Estates Practitioners (STEP).  Alistair has worked for a Big 4 firm, a large national practice and latterly the leading independent local firm in South Wales.

Alistair specialises in tax mitigation for owner managed businesses and high net worth individuals and is experienced in Inheritance Tax and estate planning, including the use of Trusts.  Alistair advocates sensible tax planning and structures that ensure a low level of taxation for businesses and their owners.

Alistair is on the South Wales committee of the CIOT (The Chartered Institute of Taxation).

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CIOT

The Chartered Institute of Taxation (CIOT) is the leading professional body for tax practitioners. Members are required to undergo rigorous technical training and examinations, and are required ... more

The Chartered Institute of Taxation (CIOT) is the leading professional body for tax practitioners. Members are required to undergo rigorous technical training and examinations, and are required to undertake ongoing training and adhere to strict professional guidelines. For more information please visit the CIOT website www.tax.org.uk So with a Chartered Tax Adviser you can be sure that you are receiving top quality tax advice.

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Our Clients

Who we work with

We work throughout the UK providing specialist Tax and Accountancy services helping c... more

Who we work with

We work throughout the UK providing specialist Tax and Accountancy services helping clients to reduce their tax liabilities and keep them low. We work with:

In addition we provide a range of services and taxation support to other professionals including; Sole Traders, Individuals, Partnerships and LLPs, Limited Companies and Trustees

In addition we provide a range of services and taxation support to other professionals including; Accountants, Solicitors and Independent Financial Advisers


Our Approach

Our service is based on building good relationships with our clients and clear communication to ensure that tax-planning opportunities are not missed. Because we are a small, specialist firm, you will always know who you are dealing with and will receive a no-nonsense service with a genuine personal touch. We really get to know our clients, we realise that each business and individual is different and as such we offer a bespoke service unique to you.

We keep our overheads low so that you can be confident that our costs are extremely competitive and you will always know exactly what you are paying for.

We work with businesses at all stages of the life-cycle from business start-up through to planning for selling the business or retirement. We feel that all individuals, businesses and their owners should receive ongoing tax advice to ensure that they comply with the ever-changing tax regime and continue to pay the lowest rates of income tax, corporation tax and national insurance.

We can provide services for all your accountancy and tax needs, but we are also happy to work alongside your existing Accountant to provide specialist tax advice.

As well as advisory work we offer excellent compliance services to ensure that all of your recurring accountancy and taxation requirements are dealt with correctly and promptly.


Businesses

Self Employed / Sole Traders

As well as meeting all your tax and accountancy needs we will advise on various tax issues. We will also review your situation annually and advise on any pre-year end planning available to minimise your tax bill, as well as ensuring that being a sole-trader is the best set-up for you and your business.

  • Personal v business ownership of assets – e.g. properties, cars
  • Mitigating tax and national insurance costs and avoiding the 50% tax rate
  • Tax efficient saving for your retirement – e.g. owning your business premises in a pension
  • Self Assessment Tax Returns
  • Year end Accounts
  • VAT, PAYE and Payroll
  • Property Income / Capital Gains Tax
  • Inheritance Tax Planning
  • Business Advice and Tax Planning

Partnerships and Limited Liability Partnerships (LLPs)

We can meet all of the annual accountancy and taxation needs or your partnership or LLP, including filing all the statutory forms required for LLPs. If you are trading as a partnership and thinking about becoming a company to limit your liability we can help you explore this or advise on the benefits of becoming an LLP.

Contrary to popular belief a company is not always the most tax-efficient structure for a profitable business because once profits are taxed in the company a second tax charge usually arises when the owner extracts these same profits from the company. An LLP may therefore offer the best of both worlds – the taxation benefits of being a partnership and the protection of a limited company

As well as an annual review of your taxation position and pre-year end planning we can also advise on the following, among other things:

  • Personal v business ownership of assets – e.g. properties, cars
  • Mitigating tax and national insurance costs and avoiding the 50% tax rate
  • Tax efficient saving for your retirement – e.g. owning your business premises in a pension
  • Self Assessment Tax Returns
  • Year end Accounts
  • VAT, PAYE and Payroll
  • Property Income / Capital Gains Tax
  • Inheritance Tax Planning
  • Business Advice and Tax Planning

 Individuals

You may have concerns about Capital Gains Tax on assets you plan to sell, or maybe you are an employee approaching the 50% tax bracket for Income Tax, or perhaps you are worried about leaving your loved ones with a large Inheritance Tax bill on your Estate. Whatever your tax concerns, we can help you implement sensible tax planning to mitigate these current or future liabilities.


Professional Services Accountants, Solicitors and Independent Financial Advisers

Through building strategic alliances we work with firms of accountants, legal practices and financial advisers offering taxation expertise to complement their services. We can work on a consultancy basis as part of the team, or we may be engaged directly by the client.

Areas that we are typically involved in are capital gains tax planning (for example in relation to divorce settlements), specialist input in dealing with HMRC enquiries, Inheritance Tax Planning (alongside solicitors drafting Wills), as well as assisting with general compliance matters on behalf of clients, such as tax return preparation and dealing with accounts and taxation matters for Trusts and Estates.

We firmly believe that clients benefit from open dialogue between their professional advisers. In a world where the larger firms are increasingly bringing all expertise in-house it is essential for smaller firms to build strategic alliances to maintain the competitive edge and to serve the best interests of their clients.

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As a Start Up we have only been working with the Amcan Partnership for a couple of months but already we are seeing tangible benefits for our company. Sarah and Alistair are highly professional to work with and their knowledge relating to our tax and accounting affairs and queries has been second to none. As a small business it is comforting for us to know that we can call on their expertise when we need it, and we’re looking forward to working with them to grow or our company in the coming years. Nick Lindwall - Cool Box Creative.

saving you money | growing your profits

Contact us: enquiries@amcantax.co.uk T: 029 2066 0154 P: P.O. Box 4290 Cardiff, CF14 8GX