Tax Planning
Personal and corporate tax strategy, capital gains mitigation, and remuneration structuring — lawful, considered, and reviewed annually.
From£1,200 / return
For half a century, Sterling & Marsh has advised distinguished families and established enterprises on tax, audit, and the careful preservation of wealth across generations.
Sterling & Marsh was founded on Bedford Row in 1974 by Edmund Sterling and Charlotte Marsh, on a simple premise: that the affairs of the few deserve the attention of the firm's principals, not its juniors.
We remain deliberately small. Every engagement is led by a partner, every figure is checked twice, and every client knows the name of the person who answers the telephone. Our work spans personal tax planning, statutory audit, corporate advisory, and the delicate matter of passing wealth between generations.
Four practices, one partner-led standard. Transparent fee guidance accompanies every service — no surprises, ever.
Personal and corporate tax strategy, capital gains mitigation, and remuneration structuring — lawful, considered, and reviewed annually.
Statutory and voluntary audit conducted with rigour and discretion, giving boards and lenders the confidence of an unqualified opinion.
From acquisition due diligence to succession and exit, we sit at the board's right hand through the moments that define a business.
Inheritance tax planning, trust formation, and the orderly transfer of family wealth — preserving both the estate and the relationships within it.
Consolidated reporting, cash-flow oversight, and a single trusted point of contact for the financial affairs of an entire household.
Residence and domicile planning, property portfolio structuring, and cross-border tax for internationally mobile clients.
A confidential conversation with a partner — without charge — to understand your circumstances and whether we are the right firm for you.
We examine the full picture: filings, structures, and exposures. You receive a written summary and a fixed fee quotation before any work begins.
Your dedicated partner delivers clear, defensible recommendations — and implements them, liaising with HMRC, solicitors, and bankers as required.
An annual review keeps your affairs current as the law and your life evolve. We anticipate, so you are never caught unprepared.
Agricultural relief, heritage assets, and the tax of stewarding property held for generations.
Partnerships, LLPs and practices — profit allocation, partner tax, and succession.
Business Asset Disposal Relief, EIS planning, and a clean path to a well-timed exit.
Residence, domicile, and cross-border reporting for the globally mobile household.
Trustee reporting, charity audit, and the governance the Commission expects.
The complete back office — audit, advisory, and remuneration — for established companies.
Sterling & Marsh untangled three generations of family holdings with a calm that I can only describe as old-fashioned. They saved us a great deal — and worried us not once.
Considered commentary on tax, wealth, and the regulations that govern them.
What the proposed reforms mean for landed estates, and the steps worth taking before April.
Why the tax structure is the easy part — and how to handle the rest with grace.
A practical guide to a smooth audit, from the firm that has run thousands.
The first consultation is with a partner, in confidence, and without charge. We will tell you plainly whether and how we can help.