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Personal Tax Services

No-one wants to pay more tax than they need to. The problem is that tax is a moving target and it’s difficult to keep up with all the changes. This is why regular professional advice is crucial to keeping your tax affairs in order and avoiding unnecessary bills. 

Whether you are struggling to complete your tax returns or need advice on one-off problems relating to you finances, our personal tax team has the expert skills and knowledge to help you.

Tax Compliance

We can offer advice on:

• Tax returns for individuals.
• Tax returns for attorneys and receivers acting on behalf of individuals.
• 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.

Our tax team includes a chartered accountant which means we can offer a complete legal and accountancy service for individuals, attorneys, and trustees. We can also offer you a tax health check to ensure your affairs are organised in the most tax efficient way.

Tax consultancy may either be provided in-house or in conjunction with other specialists who you might find difficult to find on your own.