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Tax Project

Effortlessly navigate through complex and time-consuming tax issues that haunt your personal or business projects. Tax Project is here to ensure that your project is supported by capable hands. Our goal is to develop tax saving solutions and undertake projects that provide you with peace of mind, greater confidence and more time to run your business.

Book with us today for a FREE consultation.

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"Don't let the success of your projects be ruined by unplanned tax bills".

At IJB Strategia, we understand that your household and businesses often undertake time consuming projects that have tax implications. Most often, we look to complete these projects with the simplest and quickest solution. Although this may save time and even money, these solutions often end up with a larger tax bill.  

This is where Tax Project can add value to your projects by planning, designing, undertaking, and administrating tailor-made strategies that reduce the impact of tax in your projects. 

We promote a collaborative approach that seamlessly fits into your project whether you're working by yourself or with a solicitor, accountant and/or business consultant.

In order to attain the best tax savings solutions, it is advisable to include us into your project team at the earliest stages possible in order to ensure that we can collaborate a strategy that meets your personal, business, legal and financial goals.

Business & Household Projects

TAX ISSUES IN BUSINESS PROJECTS

It can often be complex and overwhelming when your businesses undertakes change, such as restructuring, acquisitions, expansion, or succession. Our team of experienced tax professionals are here to guide you through these transitions, ensuring that your business remains tax compliant and tax optimised for success. Examples of some business projects we have undertaken include: CAPITAL EXPENDITURE PLANNING When your business invests in capital assets, such as equipment, vehicles, or property, we help you navigate the tax implications. We consider depreciation, capital allowances, and any available tax incentives or deductions for specific capital expenditures. BUSINESS STRUCTURE CHANGES If you decide to restructure your business, such as incorporating your sole trade or enter into partnerships then we here to guide you through the tax consequences. We address asset transfers, share structures, tax basis determinations, and potential capital gains or losses. MERGERS AND ACQUISITIONS When your business undergoes a merger or acquisition, we ensure you understand the tax implications. Our team helps you create corporate group structures that optimises tax liabilities, carryovers, and the treatment of acquired assets, liabilities and losses. EMPLOYEE BENEFITS AND RETIREMENT PLANS Establishing or modifying employee benefit plans, including healthcare plans, retirement plans, or stock option programs, can have tax implications. We assist you in understanding the tax rules, ensuring compliance, and optimising the benefits for both your business and employees. RESEARCH AND DEVELOPMENT (R&D) TAX CREDITS If your business engages in R&D activities, we help you leverage available tax credits and incentives. Our experts guide you through the process of identifying eligible R&D activities, documenting expenses, and preparing the necessary documentation to support your claim. OVERSEAS EXPANSION OR CROSS-BORDER TRANSACTIONS If your business is venturing into international markets or engaging in cross-border transactions, we provide guidance on the complex tax considerations involved. We navigate international tax laws, treaty provisions, transfer pricing rules, and assist in establishing foreign subsidiaries or branches.

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IJB Strategia is here to help you through a number of business or household projects.

TAX ISSUES IN PERSONAL & HOUSEHOLD PROJECTS

Whether you're navigating property transactions, planning your estate, starting a business, or making investments, our project management services are here to support you. As experienced professionals, we are well-versed in personal tax matters and can provide expert guidance tailored to your specific needs. Examples of some familiar personal and household projects include: PROPERTY TRANSACTIONS Whether you're selling or buying a property, we help you navigate the intricacies of capital gains tax and stamp duty. Our expertise in understanding the tax implications allows you to make strategic choices that minimise or even defer your tax liability. INHERITANCE AND ESTATE PLANNING When it comes to receiving an inheritance or planning your estate, we provide expert guidance on mitigating the impact of inheritance tax. Our personalised strategies help minimise the tax burden for both you and your beneficiaries. INVESTMENT TAX MANAGEMENT When you engage in investment activities, such as buying and selling stocks or financial assets, we help you navigate capital gains tax regulations. Our tailored strategies ensure efficient tax management, allowing you to maximise your investment returns. INTERNATIONAL TAX CONSIDERATIONS If you have foreign income or hold assets abroad, we provide expert guidance on managing the associated tax implications. Our knowledge of international tax laws ensures compliance and helps you effectively manage any tax obligations across multiple jurisdictions. RETIREMENT PLANNING Planning for retirement requires careful consideration of tax-advantaged savings options. We assist you in understanding the tax implications of different retirement planning strategies, such as individual retirement accounts (IRAs) and workplace pension schemes. Our goal is to maximise your retirement savings while minimising tax liabilities. CHARITABLE AND GIFT GIVING Making charitable donations or providing gifts can have significant tax benefits. We offer expert advice on understanding the tax rules and optimising the tax advantages of your charitable contributions. This allows you to support causes close to your heart while optimising your overall tax situation.

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How Tax Projects works for you

At IJB Strategia, we understand that every project is unique. However we follow a simple and clear process to ensure that we provide tailored solutions that align with your goals and objectives and deliver our projects to a set time, quality and budget. The steps we take are as follows: 1. INITIAL CONSULTATION We begin by conducting a free in-depth consultation with you to understand your project and its specific tax-related challenges. This helps us gather all the necessary information and gain insights into your objectives and requirements. 2. PROJECT ASSESSMENT We then thoroughly assess your project, considering its scope, timeline, and potential tax implications. We analyse relevant tax laws and regulations to identify areas where tax savings can be maximised and liabilities minimised. If you are working with other specialist professionals like solictors, accountants and/or business consultants, then we also begin collaborating with them. 3. PERSONALISED STRATEGIES Based on our assessment, we develop personalised tax strategies tailored to your project. These strategies are designed to optimise your tax position while aligning with your overall objectives. 4. RISK MITIGATION We identify and address potential risks and uncertainties related to your project's tax implications. Our team is well-versed in mitigating risks associated with complex tax matters, ensuring compliance and minimising potential issues. 5. COMPREHENSIVE PROJECT MANAGEMENT With our project management expertise, we take charge of planning, designing, and overseeing the entire project. We handle all intricate details, ensuring smooth execution while staying on top of tax-related considerations. 6. ONGOING MONITORING AND ADJUSTMENTS Throughout the project lifecycle, we continuously monitor tax-related developments and regulations that may impact your project. We make any necessary adjustments to our strategies and provide proactive advice to maximise your tax benefits. 7. COMPLIANCE AND REPORTING Our team ensures full compliance with tax laws and regulations, handling all necessary reporting requirements accurately and efficiently. We keep you informed of any reporting obligations and assist you in fulfilling them promptly. 8. SUPPORT AND GUIDANCE We provide comprehensive support throughout the entire process. Our team is available to answer your questions, provide guidance, and address any concerns that may arise. We aim to provide you with peace of mind and confidence in your project's tax management.

Industry Expertise

The specific tax implications and project management outcomes can vary within each industry. At IJB Strategia we leverage our extensive knowledge of industry-specific tax considerations to tailor tax project management services to effectively address your needs and goals in these sectors. 1. REAL ESTATE In the real estate sector, tax implications are crucial when it comes to property transactions, such as buying, selling, or leasing properties. Our project Management outcomes include minimising capital gains tax liabilities, optimising deductions for expenses, and ensuring compliance with real estate tax laws and regulations. 2. MANUFACTURING Manufacturing businesses often have complex tax considerations related to inventory valuation, cost of goods sold (COGS), and research and development (R&D) activities. Our Project Management outcomes involve leveraging tax credits for R&D expenses, optimising inventory accounting methods, and identifying tax incentives for manufacturing investments or job creation. 3. HEALTHCARE The healthcare sector has unique tax implications, including compliance with healthcare regulations, managing tax-exempt status for non-profit organisations, and navigating complex healthcare reimbursement models. Our Project Management outcomes include ensuring tax compliance for healthcare providers, optimising tax strategies for medical practices, and maximising tax benefits for healthcare investments. 4. TECHNOLOGY AND SOFTWARE Tax considerations in the technology and software sector revolve around intellectual property (IP) rights, software development costs, and international tax implications for global operations. Our Project Management outcomes involve managing tax-efficient IP structures, leveraging tax incentives for research and development in technology, and addressing transfer pricing rules for multinational technology companies. 5. HOSPITALITY AND TOURISM In the hospitality and tourism industry, tax implications arise from hotel occupancy taxes, tourism-related incentives, and managing international tax obligations for global hotel chains. Our Project Management outcomes include optimising tax strategies for hotel operations, leveraging tax credits or incentives for tourism investments, and ensuring compliance with local and international tax laws. 6. PROFESSIONAL SERVICES Professional service providers, such as legal firms, accounting firms, or consulting agencies, face tax implications related to billing arrangements, employee classifications, and international tax considerations for global clients. Our Project Management outcomes include optimising tax strategies for professional service firms, ensuring compliance with tax regulations for billing or client engagements, and addressing tax obligations for cross-border service providers.

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How Tax Projects can benefit you

Although there is a certain satisfaction to be found in completing projects by yourself; there is no substitute for the value that professionals can bring to your household and business projects. Here are some ways in which partnering with IJB Strategia can benefit your project. EXPERTISE AND EXPERIENCE As experienced professionals, we have a deep understanding of complex tax issues and project management. With years of industry experience, we have successfully navigated numerous projects and transitions for our clients. You can rely on our expertise to provide you with accurate advice and strategic solutions tailored to your specific needs. PERSONALISED APPROACH At IJB Strategia, we understand that every client is unique, with specific goals and circumstances. We take the time to understand your individual needs and develop tailored solutions that meet your requirements. Our personalised approach ensures that you receive the attention and support you deserve throughout the project. TIME AND RESOURCE SAVINGS Undertaking projects with complex tax implications can be time-consuming and overwhelming. By partnering with Tax Pathways, you can save valuable time and resources. We handle all the intricate details, research, and paperwork involved, allowing you to focus on your core business operations and personal priorities. MAXIMISING TAX SAVINGS Our goal is to help you optimise your tax outcomes and identify opportunities for tax savings. We analyse your unique situation and develop customised tax planning strategies that align with your business goals and personal objectives. By leveraging our expertise, you can minimise your tax liabilities and maximise your financial resources. COMPLIANCE AND RISK MANAGEMENT Navigating through complex tax regulations and laws can be challenging, and non-compliance can result in severe penalties. With Tax Projects by your side, you can rest assured that we will ensure compliance with all applicable tax laws and regulations. We proactively manage risks and stay updated on the latest changes in tax legislation, keeping you informed and protected. COMPREHENSIVE SUPPORT Our service extends beyond project execution. We provide ongoing support to our clients, keeping them informed about any regulatory changes, new incentives, or opportunities that may arise. Our team is always available to address your questions, concerns, and provide guidance whenever you need it.

Our pledge to your Well-Being

Undertaking projects can often be a daunting task because they appear as a disruption to our normal routines. And as such you may find yourself delaying or even mismanaging these projects. At IJB Strategia we seek to empower you to overcome such issues that jeopardise your projects. Some of the issues we have helped our clients overcome are: FEAR OF CHANGE Change can be intimidating. However, we believe that embracing change is essential for growth and success. Our team is dedicated to helping you navigate through the process of change by providing personalised support, clear communication, and step-by-step guidance. We aim to create a comfortable and collaborative environment where you feel empowered to overcome your fear of change and make informed decisions that align with your goals. LACK OF TRUST Building trust is crucial in any business relationship, and we value the trust you place in us. At IJB Strategia, we prioritise transparency, honesty, and integrity. Our team is committed to fostering a strong sense of trust by actively listening to your concerns, addressing them promptly and effectively, and providing transparent information about our services. We strive to establish a trusting partnership, ensuring that you feel confident in our abilities to deliver exceptional results. PROCRASTINATION We understand that procrastination can hinder progress and prevent you from taking the necessary steps to achieve your goals. At IJB Strategia, we work closely with you to create a structured and actionable plan that breaks down your objectives into manageable tasks. Our team provides ongoing support, accountability, and regular check-ins to help the project stay on track. By taking consistent action together, we can ensure that you make meaningful progress towards your desired outcomes. PERCEIVED SELF-SUFFICIENCY At IJB Strategia we recognise that you may feel self-sufficient and believe you can handle your goals or challenges independently. However, we believe in the power of collaboration and leveraging expertise. Our experienced team brings a fresh perspective, specialised knowledge, and proven methodologies to the table. By working together, we can help you achieve your goals more efficiently and effectively. We value your autonomy and input, and our approach is tailored to complement your strengths while addressing any gaps to maximise your overall success.

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Flexible Pricing 

Our initial consultation is free where we also help you decide on the right package for you. Our packages are built on our principles of developing and undertaking projects that are in line with your business and household goals, industry specific requirements and UK regulations. Our packages differ only on the level of complexity relating to your project. 

Basic

For simple projects that  follow a single series of steps. 

£500

Standard

For moderate projects that follows multiple lines of steps at once.

£750

Advanced

For complex projects made up of smaller contingent projects. 

£999+

retainer

Our montly subscription gives you up to 10 projects per year.  

£500/month*

*Subject to an annual subscription. A 15% Discount is given if the annual amount is paid upfront in full.

Get in Touch Today

If you are about to embark on a personal or business project with tax implications, consider choosing IJB Strategia as your project partner. We are dedicated to providing you with the support to undertake the time-consuming task of designing and managing your projects. We work to optimise your tax and finances, ensure your projects are delivered on time and in line with your business and personal goals whilst meeting government compliance.

Click Here today to schedule a free consultation.

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© IJB Strategia 2023.
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