Introduction
Tax needn’t be taxing
Tax can be complicated. But getting it right means seeing the full picture and understanding how decisions today can impact your future goals. It’s about more than just completing this year’s tax return on time.
For us, tax planning is an integral part of your wider financial and investment goals. Our in-house tax advisers work closely with our financial planners to deliver truly joined up thinking. We’ll help you navigate the complex tax landscape – so you can focus on what really matters to you.
How we help
About Tax Planning
What is Tax Planning?
Traditionally, tax advisers have focused on two main areas: tax compliance – ensuring regulatory obligations are met and paid on time – and tax minimisation – structuring transactions to reduce tax liabilities. These are important, but there is more.
For us, tax planning is about maximising your resources for what matters most – both now and in the future. When tax and financial planning work together, you gain the flexibility to respond to life’s changes. Our advisers help you make the most of your opportunities to protect, maintain and enhance your wealth.
The result? Paying the right amount of tax while funding the life you want to live – which is what really matters.
Why Does Tax Planning Matter?
Tax is a complex and ever-changing part of life. Staying up to date can be just as challenging as navigating the opportunities and challenges that it brings. If we’re honest, most people would probably rather be focusing on life than tax.
Understanding your tax position gives you greater control over your wealth, enabling you to know how much you can allocate to personal goals, future investments, legacy building, or charitable giving. Strategic tax planning helps you maximise what’s possible across your lifetime.
And when life’s circumstances change – whether expected or not – having clarity on your taxes can help you make better decisions.
Who is Tax Planning for?
Tax planning is an important part of everyone’s financial life. This might be simple actions such as making the most of your tax-free allowances, maximising your pension contributions or utilising tax-free savings environments like ISAs.
But where our team’s integrated approach to tax planning really helps, is when there is complexity involved. You might have a number of income sources, assets in different structures, or business interests alongside your personal finances. We can help you plan how you build these up, pay the right amount of tax and, in due course, draw on them to fund life.
Being sure that you are doing everything you should is important for businesses too. Alongside the usual tax compliance services, we have a specialism working with owners navigating a potential transition to employee ownership.
We can help with:
- Philanthropy
Still have questions or want to know more?
Ready to talk about the future?
Let us handle the tax planning, so you can focus on what matters most.
Values
Why choose Paradigm Norton?
We provide tax planning that’s fully integrated with your financial plan. Our focus is on how tax impacts your wealth over time – helping you fund the life and legacy you want.
Tax returns? Of course. But that’s just the starting point.
We start by understanding what you want to achieve and optimise towards that. Your financial goals are unique, and your tax planning should be too.
Tax planning done well is integrated with your wider financial planning. Bringing these disciplines under one roof means our clients benefit from joined up thinking. The result – less stress, better tax planning, and you can focus on the life you want to live.
Money matters, but life matters more. Our motto flows through everything that we do, from bringing clarity to your taxes, to giving you confidence and peace of mind about your financial future.
As a Certified B Corporation®, and an employee-owned business we balance profit with purpose, people and the environment.
Real stories
Baroness Elaine Murphy of Aldgate, member of the House of Lords
“I love having a ‘one-stop-shop’ for all my financial service needs. Paradigm Norton always seems to be one step ahead.”
Team
Our Tax Planning Team
We think about tax planning differently. Our multi-disciplined approach means that our tax advisers work closely with our financial planners, who already have in-depth knowledge of your overall financial affairs.
Laura McPhilimey
Senior Tax Manager
Cathy Murphy
Head of Tax
Jan Clark
Senior Tax Planner
Polly Cockerham
Senior Tax Planner
Sue Guttridge
Tax Team Coordinator
George Plumley
Senior Business Services & Tax Planner
Alison Saunders
Senior Tax Planner
Read
Brochure
Free financial planning resources
Helpful tools and guides to start planning your financial future with confidence.
Questions
Tax Planning FAQs
Let us help you answer your Tax Planning questions.
What services do you provide to individuals and families?
We can help you with most aspects of your tax planning and compliance. This includes:
- Completion and submission of self-assessment tax returns, including the review of appropriate reliefs and exemptions.
- Domicile and residence issues.
- HMRC enquiries (fee protection service available).
- Pension planning.
- Tax efficient giving and philanthropic planning.
- Estate planning.
Are you able to liaise directly with HMRC on my behalf?
Yes, our tax planning professionals are registered as agents with HMRC. This means that we can submit your returns for you and engage with them as required. Should you be subject to a HMRC enquiry we are able to assist you in your response.
I’m selling my business and need help with the transaction. Can you help?
Selling your business will involve a number of different professions including specialist lawyers. Where we can provide the most value is in understanding it’s impact on your personal finances and take advantage of tax planning opportunities.
A number of our clients have taken a similar path to Paradigm Norton and sold to an Employee Ownership Trust. We are well placed to help you consider this option from the perspective of the continuing business and as the person selling.
Whatever the exit method you have in mind we can support you with your next chapter.
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This content is for information purposes only and does not constitute financial or tax advice. Tax treatment depends on individual circumstances and may change. You should seek professional tax advice before taking action. Tax Planning is not regulated by the Financial Conduct Authority.