Personal Tax Services

As experts in tax law, our solicitors can help you manage your finances and avoid unnecessary bills though our tax planning services.

Whether you need assistance with a self-assessment tax return, a tax health check or advice on a one-off issue, our personal tax team will guide you through it. And because our personal tax team includes a chartered accountant, we provide a complete legal and accountancy service for individuals, attorneys, and trustees.

Our tax services may either be provided in-house or in conjunction with other specialists.

Tax Compliance

Among the issues we can help you with are:

  • Tax returns for individuals.
  • Tax returns for attorneys and deputies.
  • Tax returns for non-UK resident landlords with UK ‘buy to let’ property.
  • Tax returns for trusts and estates

Tax Consultancy

This may relate to:

  • Capital gains tax calculations on specific transactions
  • Inheritance tax planning for lifetime gifts, including the availability of agricultural and business property reliefs
  • The impact of ‘pre-owned asset tax’ (POAT) on family property transactions, and tax planning with insurance and investment products
  • Advice on using tax-favoured investments such as Enterprise Investment Schemes (EISs) and Venture Capital Trusts (VCTs) during an estate planning exercise
  •  Special bespoke planning for mitigating large liabilities for capital gains tax, income tax (eg: on large bonuses), inheritance tax, and stamp duty land tax
  • Cross-border planning where assets may be situated abroad, or non-UK domiciled individuals may face taxation under UK rules as well as those of their home state

Get in touch

Please contact Andrew Mortimer or Rod Smith for a no-obligation discussion on our personal tax services.