Case study: Interactive tax computation reports
Tax Advice » July 25, 2024
Last month, we updated a tax Single Joint Expert report for the fifth time. The updates were needed due to changes income and changes in valuations of the properties and assets.
This combined with a conversation with a Family Lawyer has led us to start offering interactive excel computations with our SJE reports (where requested).
The computation have all the cells locked bar the value & sale date. This allows the computations to be used throughout proceedings and can be updated as and when values change.
The idea behind this is to ultimately keep the costs lower for the clients and to provide the most value.
There are some queries as to whether an excel computation can be relied on court stage and perhaps a final sign off by the expert would be required, however we believe these interactive documents will help provide a clear tax amount as and when the values change.
At the moment we can offer these interactive computations for the following:
- Tax on main home sale
- Tax on investment property sale
- Tax on share sales
- Cash extraction from a company (compare dividends, salary and company purchase of shares)
If you are reaching out for a quote and would like an interactive computation please do indicate this in request.
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Find a full list of how Juno can support on our Services page. Alternatively, get in touch with our team at: family@junotax.co.uk
