Personal Tax

Explore our full personal tax services below or contact us for more information.


Under self assessment, individuals, including trustees, are responsible for the completion and submission of their own tax returns. We ensure that your entries and calculations are complete and all expenses, tax reliefs and exemptions are claimed and deadlines for submission are met. Our service includes the preparation of business accounts for the self employed, preparing rental income and expenditure statements for investment property portfolios and the calculation of capital gains or losses.

One of our areas of expertise is the drafting of trust accounts and advising specifically on tax associated with these.

If you are involved in an HMRC tax enquiry, we can deal directly with HMRC officers on your behalf. We also offer insurance to cover the cost of our fees in the event of any tax investigation, aspect enquiry or dispute with HMRC.

Tax Planning

We offer a complete tax planning service, aimed to help individuals and families preserve and enhance their wealth. Our professional advice and support will enable you to optimise your tax position, whilst meeting all your compliance requirements under self assessment.

From an income tax perspective, the right tax planning advice will ensure that you reap the maximum benefits for the work you have put into your business or your employment. We will review your remuneration arrangements with you and advise on the most efficient methods of extraction, based on existing tax law and your own personal needs.

Our specialist team can limit your exposure to capital gains tax and inheritance tax, by carefully assessing your circumstances and needs. We will help you arrange your affairs and wills in the most efficient manner to mitigate these very complicated taxes.

HMRC is under increasing pressure to restrict tax planning opportunities; our tax planning will be forward thinking and fully compliant with legislation.