Self Assessment

Every year individual taxpayers face penalties for submission of incorrect returns or for failure to retain or present appropriate records.

To assist our clients and ensure filing deadlines are met, we offer a comprehensive Self Assessment service including:

  • Preparation and filing of returns
  • Introduction of tax saving opportunities
  • Administration of refunds and reduction in payments on account
  • Representation in the event of a HMRC investigation

Personal Tax Planning

We provide a comprehensive personal tax planning service which is specifically tailored to the needs of individual clients. Our focus is to minimise our clients’ tax exposure whilst ensuring all compliance requirements are met. In addition to completing and filing of all relevant returns, our services include expert advice on all areas of personal taxation including:

Retirement Strategies

With increasing life expectancies and advances in healthcare, more people are concerned about how they will finance their retirement. By working with our clients to understand their desired lifestyle during their working lifetime and beyond, we are well equipped to help plan for the future. By understanding our client’s goals we are best placed to ensure that the ongoing support and advice we provide underpins the long term objectives.

Estate Planning and Trusts

Preservation of wealth and protection of assets requires careful, focused planning. This often involves the use of Trusts as a shelter for family capital and should be considered as part of an individual’s overall tax planning strategy.

We provide a discreet estate planning service which includes:

  • Trust planning and administration
  • Review of wills
  • IHT planning schemes
  • Arrangement of life assurance to cover potential tax liabilities

Contact Us Today

For more information on any of our services, please leave your details here and one of our team will contact you.

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