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Personal Tax

Inevitably a large proportion of individuals push their personal taxation affairs to the bottom of the pile. Completing a self assessment return can be daunting and often time consuming as the rules on taxation are changing and increasingly complex. Our team of personal tax specialists endeavour to remove the stress of completing a return by providing comprehensive support and expertise.

We offer a complete annual service, specific to your individual needs. This includes:

• Liaising with you in regards to the information required
• Preparation and completion of your self assessment return
• Calculation of your liability for the year and subsequent payments
• Submission of your return to the Inspector of Taxes
• Reconciliation of your statements of account as issued by HM Inspector of Taxes
• Advice on tax repayments
• Correspondence with HM Inspector of Taxes to agree tax position
• Checking and agreeing PAYE coding notices as required

In addition to our Tax Return Service, we place a high value on knowing you as an individual and your financial affairs. In order to identify tax planning opportunities and develop tax saving strategies, it is imperative that we understand your circumstances and endeavour to look at the 'bigger picture,' so that no opportunity is missed. We pride ourselves in taking a proactive approach and place a great emphasis on developing strategies to reduce your tax bill through ongoing tax planning.

We can also assist you in the following areas;

• Capital gains tax planning
• Purchase of overseas property
• Inheritance tax planning
• Financial planning advice, for example, on how to preserve your wealth and plan for your retirement
• Emigration strategies
• Bespoke advice for your family business on issues ranging from governance through to re-organisation and tax planning advice
• Effective remuneration plan for company directors
• Estate planning
• Share incentive and bonus schemes
• Ex-gratia payments

Require more information?

If you would like more information or would like to ask us a question then call us on 0870 22 55 220.
To ask us a question online click here.