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

What our clients say

‘Andrew Mortimer adopts a calm, measured, no-nonsense approach and has been a pleasure to deal with.’
 

What our clients say

‘Intelligent and practical.’
 

What our clients say

‘Practical, timely and approachable.’
 

What our clients say

"I do genuinely find them particularly excellent. They are very nice and considerate of their clients, they go that little bit further. They have got it right, I see and hear and feel good things. They get the deal done and will do it correctly, with the best end for their clients. They have the full package, they are efficient, helpful and always have clients' best interest at heart."

Client feedback in Chambers HNW - 2019

What our clients say

"They've got a good reputation. It's a good, solid firm."

Chambers HNW - 2020

What our clients say

"I have found all the solicitors and support staff at Stone King to be professional in all our dealings: friendly, efficient and proactive."

Client Feedback in Chambers HNW - 2020

The law and practice referred to in this article or webinar has been paraphrased or summarised. It might not be up-to-date with changes in the law and we do not guarantee the accuracy of any information provided at the time of reading. It should not be construed or relied upon as legal advice in relation to a specific set of circumstances.