Anthony is a chartered tax adviser and trust and estate practitioner with a legal background. With over a decade in the field Anthony has built an extensive understanding of both day to day tax planning and complex structured planning.
Anthony qualified at a mid size firm specializing in owner managed business planning, then moved on to a niche tax planning firm providing bespoke planning and structuring advice to individuals and owner managed businesses.Since then Anthony has spent time working with tax efficient investments, structured tax planning, pension planning and supporting clients in relation to tax inquiries.
Anthony qualified at a mid size firm specializing in owner managed business planning, then moved on to a niche tax planning firm providing bespoke planning and structuring advice to individuals and owner managed businesses.Since then Anthony has spent time working with tax efficient investments, structured tax planning, pension planning and supporting clients in relation to tax inquiries.
Services
UK tax laws are some of the most complex in the world, covering over 21,000 pages and growing annually. UK tax is broken down into mainstream taxes such as Income Tax, National Insurance, Capital Gains Tax, Inheritance Tax, VAT, Corporation Tax, Stamp Duty Land Tax and, the most recent to impact on landlords and business owners, the Annual Tax on Enveloped Dwellings (ATED).
Tax is an important consideration for any business and the structure you chose impacts on you throughout the evolution of the business. This applies whether you trade as a sole trader; partnership, limited liability partnership, single company, group of companies, UK or internationally based. As businesses grow and succeed it's important to consider the taxes on your income, be it income tax on the trade or corporation tax on the company.
Capital Gains Tax (CGT) is charged on the growth in assets on a sale or gift. Depending on the assets and structure used it can range from 10-28% and a large number of reliefs can be applied to gains to reduce or defer the tax. The most common assets to suffer CGT are land and property and successful businesses.
Residential property portfolios have been attacked recently with the reduction of wear and tear allowances and the introduction of a restriction on relief for finance costs (mortgage interest) and an additional 3% SDLT on their purchases. This has forced a number of landlords to reconsider the structure and whether they even want to continue.
While Inheritance tax is a major concern for many with large estates, there are other factors to consider during both lifetime and after death. Asset protection is a major concern for many business owners concerned about the risk of creditors targeting personal assets, equally individuals may be concerned about ringfencing income and assets for future generations while maintaining control or sheltering from sideways disinheritance.
Reviews (9)
David Waterman
Oct 22, 2020
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I have used Fusion Partners services a number of times for various financial advice - Anthony's expertise and professionalism have meant complicated issues have been explained with clarity and accuracy and have been dealt with promptly. He is extremely diligent and calm - which is very helpful in times of distress. I have recommended him to friends and family and wouldn't hesitate to continue to do so. Dave.
Hess Family
Jan 09, 2020
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Great engagement to truly understand our family needs, offering a range of options to meet our complex cross-border requirements. Anthony worked through options and guided us through key meetings with banks and trustees enabling us to set up an excellent solution. His style, manner and importantly, subject matter expertise, has been lauded by our banks and trustees alike.
G. Brookes
Nov 08, 2019
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My overall experience of Fusion Partners LLP can only be described as perfect - I first became aware of Fusion Partners when they were assisting a good friend of mine to wind up his company efficiently & his recommendation was good enough for me to contact Anthony Rogers at Fusion Partners in order to gain assistance with a longstanding family issue which was at that time, in a stalemate situation. Anthony was most helpful throughout the whole process & quickly got us “talking” again, his legal background & tax advice eventually won the day & the deadlock was broken & both myself & the other
Maciej Bobrowski
Oct 12, 2019
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Avoid! Approached Fusion Partners with cryptocurrency/Capital Gains Tax self-assessment tax request. I was struggling with delayed/lack of responses, complete miscalculations of CGT (apparently software issue) which I spent fixing and pointing out, wrong portfolio/holdings summary at the end and no willingness to fix it... In the end I had to pay another accountant to completely re-do and re-submit my return as it was wrong.
I certainly won't be using this company ever again.
I certainly won't be using this company ever again.
E. M.
Oct 06, 2019
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Powell Powell
Sep 05, 2019
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Geraldine Koskinas
Jul 03, 2019
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As a Brit living in the U.S. Anthony and his team over the past few years have been exceptional in walking me through the puzzle of UK/US taxes on a personal and business level.
Found Fusion Partners online, while looking to find someone of authority with knowledge in both countries. From the start of our interaction, the weight of a previously used company's conflicting information was put to rest and issues got resolved.
They assisted me through a stressful time, communicating clear concise advice. I’m grateful for their professionalism and guidance. I have every future confidence using their
Found Fusion Partners online, while looking to find someone of authority with knowledge in both countries. From the start of our interaction, the weight of a previously used company's conflicting information was put to rest and issues got resolved.
They assisted me through a stressful time, communicating clear concise advice. I’m grateful for their professionalism and guidance. I have every future confidence using their
Andrew Rutt
Jun 23, 2019
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I came to hear about Fusion Partners professionalism through personal recommendation. We required a tailored solution for our international tax situation, and prompt and creative options for our consideration. As Brits living abroard, with property in the UK, we were most impressed with Anthony Rogers clear explanations about complex tax situations, and we are certain to have found the most appropriate solution for our requirements. Without a moment's hesitation, we would recommend Fusion Partners' services, and will seek guidance in any financial/tax matters that may arise in the future.
Martin Cotton
May 28, 2019
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