Personal Taxation

We offer straightforward, prudent advice on your personal finances so that you can enjoy your assets to their full earning potential. If you are:

• Self employed
• A shareholder director
• Retired or in receipt of a pension
• In a business partnership
• A higher paid employee
• In receipt of inheritance
• Confused about tax credits

You will find that there is much to be gained from seeking professional help and advice when tackling your personal tax matters. You could complete your own Self Assessment or ask HM Revenue and Customs to complete it on your behalf, however, we will find the most tax efficient way of dealing with your personal circumstances. Our aim is to save you money!

Our standard personal tax package includes:

• A meeting with a qualified accountant from the tax team
• Follow up telephone calls where necessary
• Completion of all Self Assessment tax forms within stated deadlines so avoiding unnecessary penalty payments.
• Correspondence with HM Revenue and Customs on your behalf
• On completion and after signature of the tax form – a copy will be sent to you with all calculations, explanations of liability and a report on the best possible ways to reduce your tax liability for the year.
• Tactical tax planning and peace of mind.

Other personal tax work offered includes:

• Tax planning
• Assistance with pension provision
• Capital gains tax planning
• Inheritance tax and estate planning
• Trusts and estates
• Retirement