Personal tax planning

Whether you need assistance with your self assessment tax returns or advice on inheritance tax planning, we can help you.

Our services are not restricted to businesses and we work with many individuals on their tax affairs. 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.

Capital gains tax

We are able to advise on this complex issue to ensure that maximum relief is obtained where available.

Capital gains tax (CGT) planning is a must for anyone who is intending to make a disposal of a capital asset for example, a share of a business or a company, stocks and shares or a property.

We are able to advise on this complex issue to ensure that maximum relief is obtained where available.

Estate and inheritance

Early planning is crucial when making arrangements for the future of your estate upon your death. Such forethought may enable you to take full advantage of the tax opportunities available and thus maximise the amount that is passed to your beneficiaries.

We provide a discreet estate planning service that includes:

  • Help with drawing up and reviewing your Will
  • Making full use of exemptions and lower tax rates on lifetime transfers
  • Optimising lifetime transfers between spouses
  • Transferring agricultural or business property
  • Transferring assets into trust
  • Arranging adequate life assurance to cover potential inheritance tax liabilities.

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

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