Tax planning.
Your best hours belong to your business, or your family, not working out whether you're paying more tax than you need to. We look ahead, use the reliefs and allowances you're entitled to, and make sure you pay what you should and not a penny more. We've been doing this at Newton & Co for over 30 years.
What it is, and who it's for.
Tax planning means looking at your situation before the year end, not after, so there's still time to do something about it. It covers income, savings, pensions, property and anything else that affects what you owe, built around your own circumstances rather than a generic checklist.
It suits business owners, landlords, and anyone whose tax position has got more complicated, whether that's a change in income, a property sale on the horizon, or simply wanting to know you're not missing anything you're entitled to.
What we handle for you.
Everything below starts with a proper look at your situation, then a plan built around it.
We look at your income, allowances and reliefs each year, so nothing's left on the table.
Get in touch before a big decision, a bonus, a property sale, a pension contribution, and we'll tell you what it means for your tax while there's still time to plan around it.
We help you use what you're entitled to before it's gone for the year.
We'll tell you what a relief or allowance actually means for you, not just its name.
Your tax planning is looked after by the same person each time, not whoever's free.
The reliefs are there to be used. With Newton & Co, you won't miss the ones you're owed.
Good tax planning is about timing as much as it is about the rules themselves, catching things before a deadline passes rather than after. Natalie Basilisco ATT, CTA leads on this for individuals and landlords, and you'll deal with her directly rather than a different face each time.
Direct contact with a director
No call centre, no chasing.
Forward-looking, not reactive
We plan ahead of the deadlines that matter, not after them.
A quick chat now saves a bigger bill later.
Tell us what's changed or what's coming up.
Income, allowances, reliefs, and anything you might be missing.
In plain English, with what each one means for you.
We'll flag deadlines and changes as they come up, not just once a year.
Things people ask.
Can't see yours? and we'll happily talk it through.
Is tax planning only for business owners?
No. It's for anyone whose tax position could do with a proper look, business owners, landlords, and individuals with savings, pensions or a change in income.
Will you help me pay less tax?
We'll help you pay what you should, using the reliefs and allowances you're entitled to. We won't put you into anything that reads as a scheme, or that HMRC would query.
When should I get in touch?
Before you make a decision, not after. A bonus, a property sale or a pension contribution is easier to plan around before it happens than once it's done.
How much does it cost?
It depends on how complicated your situation is and what needs looking at. We'll be straight with you about what's involved, and what it'll cost, before anything starts.
Often paired with.
We work with clients across Jarrow, South Shields, Hebburn, Sunderland and Newcastle, remotely across the rest of the UK, and for people living and working overseas.
Let's make sure you're not paying more than you should.
Have a quick chat and we'll tell you what's worth looking at.
Prefer a call back?
Leave your details and we'll ring you at a time that suits.