Richard Light has a wealth of experience in advising high net worth individuals on all aspects of personal taxation, including income tax, capital gains tax and inheritance tax. Areas of expertise include the preparation & completion of Self Assessment Returns together with the calculation of the resulting tax liabilities as well as advice on the structuring of share subscriptions in order to qualify for the available tax reliefs’ under the Enterprise Investment Scheme (EIS).
Another key area is advising on property (residential & rental) tax issues. This includes Capital Gains Tax planning where more than one residential property is owned.
Advising on the tax reliefs available for losses has also been very relevant since 2008. This includes losses incurred on loans & share subscriptions.
Richard also advises business owners on tax matters with a particular emphasis on transactions. He has extensive experience in trade sales and private equity transactions.
After a period of initial training at HMRC, he worked at business advisory firm Deloitte for 24 years at a number of locations in London and on the South Coast.
Richard is a qualified Chartered Tax Adviser.
Recent examples of work or case studies:
- Assisting with complex HMRC enquiries, including off-shore elements
- Advising several business owners on related tax issues from the start-up to the sale of their business, then advising on their personal tax issues once retired