Julian is a Chartered Tax Adviser (CTA) and ICAEW Chartered Accountant with 15 years of experience in personal and corporate taxation. He focuses on tax planning for investors, specifically regarding Capital Gains Tax, Dividend Tax, and Limited Company structures. He currently leads a tax consultancy for SME owners.
Julian Hargreaves read Law at King's College London before qualifying as a Chartered Accountant with one of the 'Big Four' accounting firms. He subsequently specialized in taxation, obtaining the prestigious Chartered Tax Adviser (CTA) qualification. Julian’s practice is dedicated to helping high-earners and property investors navigate the increasingly complex UK tax code to retain more of their wealth. He possesses granular knowledge of the interaction between Income Tax bands, National Insurance, and the Lifetime Allowance. Julian is an authority on the tax-efficient structuring of investment portfolios, using Family Investment Companies (FICs) and trusts to plan for succession. He regularly publishes articles on the nuanced aspects of allowable expenses for landlords and the benefits of salary sacrifice schemes. Julian's clear, jargon-free explanations aim to demystify tax planning, ensuring that clients can proactively manage their tax bills without fear of HMRC audits. He is also experienced in representing clients during tax investigations and disputes.