Tax Compliance & Planning
Richards Sandy Partnership provides expert tax compliance and tax planning services for individuals, landlords, contractors and businesses across Worcester and Worcestershire. Our qualified tax advisors help clients stay compliant with HMRC regulations, submit tax returns on time, minimise tax liabilities and plan effectively for the future. Whether you need corporation tax advice, VAT support, payroll services, inheritance tax planning or capital gains tax guidance, our team delivers practical and proactive solutions.
Corporation Tax
We will ensure that Corporation Tax compliance is adhered to and Returns are always filed on time. We also assist with Corporation Tax planning to ensure your business takes advantage of all reliefs, claims and deductions to minimise its tax bill.
VAT Compliance and Bookkeeping
We offer a full VAT compliance service from initial VAT registrations, and advising on the correct scheme to use, to actually preparing your VAT returns for you.
We also offer a VAT compliance check to ensure transactions are correctly recorded for VAT purposes and will also handle any HMRC VAT queries or Inspections.
Payroll Bureau
We operate a comprehensive in-house payroll bureau to deal with all of your day-to-day payroll needs. This includes looking after the monthly HMRC submissions and also takes away the ever-complex Auto Enrolment Pensions requirements.
Construction Industry Schemes
We are able to support both contractors and subcontractors with all things CIS. Again, this will include registering with HMRC and ensuring returns are submitted correctly and on time.
Benefits In Kind forms P11D
We are able to take care of your annual P11D requirements, making sure all benefits for employees and directors are reported correctly in a timely manner.
Tax Advisory Services
Effective tax planning is about far more than compliance. Our tax advisory service is designed to help individuals, families, and business owners make informed decisions, protect wealth, and plan confidently for the future while remaining fully compliant with UK tax legislation.
We provide clear, practical advice tailored to your personal or commercial objectives, whether you are managing investments, restructuring a business, or planning an eventual exit.
Personal Tax & Wealth Planning
We support individuals and families with proactive tax advice that evolves with changing circumstances and legislation.
Capital Gains Tax (CGT)
We advise on all aspects of capital gains tax, with particular expertise in property disposals. Our service includes:
- CGT planning strategies to minimise exposure before a sale
- Advice on principal private residence relief and available exemptions
- Preparation and filing of property disposal CGT returns within HMRC deadlines
- Ongoing support for complex asset and investment portfolios
Inheritance Tax (IHT) Planning
Inheritance tax planning is a key element of protecting family wealth and ensuring it passes efficiently to the next generation. We provide:
- Strategic IHT planning tailored to family circumstances
- Advice on lifetime gifting, reliefs, and exemptions
- Long‑term planning to reduce potential inheritance tax liabilities
- Coordination with estate planning and succession objectives
Trusts & Succession Planning
Trusts can be powerful tools when used appropriately. We advise on:
- The use of trusts to pass wealth to future generations
- Understanding the tax implications of different trust structures
- Ongoing compliance and reporting requirements
- Aligning trust planning with wider estate and family goals
Business & Corporate Tax Advisory
We work closely with business owners at every stage of the business lifecycle, from growth and restructuring through to exit.
Corporate Restructuring
Whether driven by growth, succession, or operational change, we provide tax‑focused advice on:
- Group reorganisations and simplification
- Share restructures and ownership changes
- Ensuring tax efficiency while meeting commercial objectives
- Managing risk and compliance throughout the restructuring process
Exit Planning
Successful exit planning requires careful preparation well in advance of a sale or succession event. We help business owners:
- Plan exits in a tax‑efficient manner
- Understand the implications of selling shares versus assets
- Optimise available reliefs and allowances
- Align personal wealth planning with business exit strategies
Optimising Tax Efficiency
We take a holistic view of business and personal tax to ensure structures remain efficient over time. Our advice covers:
- Reviewing existing tax positions and identifying planning opportunities
- Aligning business strategy with tax efficiency
- Supporting long‑term profitability and sustainability
- Adapting to legislative changes and evolving business needs
A Proactive, Strategic Approach
Our tax advisory service is built on understanding your wider objectives—not just your numbers. We work proactively, anticipate challenges, and offer practical solutions that deliver clarity and confidence. Whether you need personal tax planning, support with complex wealth matters, or strategic advice for your business, we provide expertise you can rely on.