Personal Tax Planning

Our services are not restricted to businesses and we have a large core of personal tax clients. Whether you need assistance with your self assessment tax returns or advice on inheritance tax planning, we can help you.

Our dedicated team can provide the following services:

  • Advice on minimising tax liability for all personal taxes including:
    • Income tax
    • Capital gains tax (CGT)
    • Inheritance tax (IHT)
    • Non-domiciliary taxes
  • Completion and filing of relevant returns
  • Advice on what payments are due and when
  • Advice on trusts and estates

Please contact us to discover how we can help you make the most of your wealth.

Estate and Inheritance Tax Planning

While few people who are starting a business will naturally plan for its end, it is nevertheless essential to consider how you will exit your business when the time comes.

We help you to put together a comprehensive exit plan, which will minimise your tax liabilities, maximise your financial gains, and help to ensure a smooth transition of ownership.

From creating a succession plan, to setting a price, choosing the best time to sell, and making the sale, our expert advisers can guide you through the process.

Don’t leave it too late! To discuss how we can are able to help you to preserve as much of your wealth as possible for your chosen beneficiaries, contact us today.

Trusts and Executorships

Trusts are a relatively easy and very tax efficient way to set aside assets for future beneficiaries outside of the inheritance tax net. They can also be useful for:

  • Providing funds for your children's education, maintenance, etc.
  • Restricting access to property by future beneficiaries
  • Providing for people who are mentally or otherwise incapacitated

We advise on the most suitable type of trust for your purposes, set up trusts, and provide a full range of accounting services for trusts.