Tax savings advice for individuals

Taking a strategic approach to tax savings, we work with hundreds of businesses and individuals throughout Liverpool, Wirral and beyond, providing straight forward, practical advice on how to minimise their tax liabilities.

An overview of Tax savings services

Almost everyone has an obligation to pay tax… it’s part of our nation’s framework, it keeps our public services and our institutions running and is part and parcel of being a decent member of society. Nobody likes paying more than their fair share, however, with legal opportunities for savings being hugely attractive as a result.

For businesses, tax savings can prove to be an important way of maintaining competitive advantage. Reducing your tax liability can generate considerable savings, leaving more funds available for operations, future growth and initiatives.

Whilst the benefits of tax savings are clear, identifying opportunities isn’t, with many organisations and individuals missing out on all manner of allowances and deductions that may be available to them. To guarantee you’re paying only as much as you need to a thorough understanding of the tax system is essential, with any savings having to pass the strict litmus test of compliance in order to avoid being paid a visit from HMRC.

Why choose Phil Owen & Co.?

As a personal or business client of Phil Owen & Co. you’ll benefit from decades of expertise when it comes to reducing our clients’ tax liability.

Preferring to take a considered approach to tax savings, effective tax planning almost always plays a major part in our overall strategy recommendations. Indeed, working with countless businesses throughout the North West and beyond, our straight talking, user friendly approach to tax savings has proved invaluable to the success, profitability and expansion of our clients’ businesses.

A highly respected Liverpool firm of Chartered Accountants, whether acting for an individual or an organisation, our proactive, expert team can help you minimise your tax obligations. Start now by booking in a free consultation. You can visit our Liverpool HQ or we’ll come to you. Speak to our tax savings team today.

Why use Phil Owen & Co.?

A respected firm of chartered accountants, we’re trusted by hundreds of businesses and private individuals throughout Liverpool, Wirral, Cheshire and Lancashire.
Thanks to our ICAEW Chartered status, you can rest easy, safe in the knowledge that both your business and personal finances are in capable hands.
We’re no ordinary accountant. By getting to know your business and its goals, we’re able to provide proactive, expert advice that adds genuine value to your team.
Regardless of their size, following an introductory phone call, all new clients receive a free consultation, either at their premises or at our offices in Liverpool.
From sole traders and SMEs to national I.T. and construction businesses, our accountancy services are tailored to suit our clients’ individual requirements.
We take pride in the friendliness and approachability of our staff. From the moment you first make contact, we’ll treat you as we’d like to be treated ourselves.

Dont just take our word for it...

Dane Fennelly, Managing Director E2E Technologies

“E2E have used Phil Owen & Co. for a number of years now. The service we’ve received has been first rate with requests dealt with promptly and advice provided proactively. I couldn’t recommend them highly enough.”

Kevin Collins, C.B. Transport Refrigeration Ltd

"As a multimillion pound turnover business we have used Phil Owen and Co Limited as our accountants for many years and have made substantial tax savings as a result of the Research and Development claims advised by Phil. We would highly recommend them to anyone looking for a professional service.”

Ian Johnson, Company Director (Private Individual)

“Phil Owen's services were recommended to me by a friend a few years ago and, I have to say, I haven't been disappointed. From day one I've received an excellent service.”

Paul McHale, Contractor (Sole Trader)

"I was referred to Phil Owen when I became a sole trader a few years ago as I was struggling to find the time to deal with my finances as well as work six days per week. Their advice was really easy to understand and proved very helpful to me and I haven't looked back since."