personal tax services

“Not only do I want to know that my Tax Return is correct, but also what is my tax liability and when is it payable?”

 

Our aim is to provide you with the support, advice and assistance you need.  Not only to fulfil your obligations to file tax returns but also to minimise your tax liabilities.

 

We provide personal tax planning and compliance services to a broad range of clients, from sole traders and partners, employees and directors, high net-worth individuals to non-UK residents.

 

Compliance

Personal tax returns are becoming ever more complicated. We can reduce or eliminate your burden by providing:

  • Annual meetings to discuss the Tax Return
  • Computerised preparation of your Income Tax Return
  • Calculation of your tax liability for the Tax Return year
  • Secure electronic submission of the completed return to HM Revenue and Customs
  • Calculation of future tax liabilities and advice on due dates of payment
  • Advice on any tax repayments
  • Checks to agree HM Revenue and Customs demands and personal tax coding notices.

 

Planning

We can also help you minimise Income Tax and Capital Gains Tax by careful planning of numerous issues, such as:

  • Utilisation of lower and basic rate bands
  • Use of ISAs
  • Payment of pension contributions
  • Investment in Venture Capital Trusts and Enterprise Investment Schemes
  • Charitable donations
  • Timing of capital disposals.

 

We also offer tax advice in the following areas:

  • Inheritance Tax
  • Trusts and estates
  • Non-domiciliary tax issues.

 

Investigations

Investigations (or enquiries as HM Revenue and Customs like to call them) are an integral part of the Self Assessment tax system.

 

Our tax team includes former tax inspectors with extensive experience of investigations on both sides of the fence. Our team is happy to assist with all aspects of enquiry work, including minimising your chances of being selected for investigation. If you are selected, we can work to bring the enquiry to a speedy and amicable conclusion, and we are able to offer a fee protection scheme.

 

For more information or to arrange a consultation please contact us or call us on 01323 730631