Individuals

Humphrey & Co will help you to protect you and your family’s financial future

We will provide you with practical advice, complete essential tasks such as Tax Returns and discuss all your financial options throughout your life.

The breadth of our services range from income and inheritance tax to retirement, wills and trust and estate support services.

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Expatriate Tax

We have a wealth of experience in advising individuals entering and leaving the UK on the management of their UK tax affairs.

Our highly qualified experts can provide a bespoke expatriate tax service, to include the following:

  • Residence and domicile planning and consultancy
  • Tax planning, using domestic UK legislation and Double Tax Treaties
  • Liaison with overseas tax advisers to achieve the best possible tax position
  • Tax efficient repatriation of funds to the UK for Non-Domiciled individuals
  • UK expatriate Tax Returns
  • US Federal Tax Returns

We can also provide UK tax and NIC consultancy services for businesses sending employees overseas or recruiting employees from foreign jurisdictions.

If you require further information,
please contact Kevin Hancock .

Inheritance Tax

Humphrey & Co offers comprehensive estate planning services staffed by our team of members of the Society of Trust and Estate Practitioners (STEP) and the Chartered Institute of Taxation (CIOT). We can advise on:

  • The impact of capital taxation on our clients’ estates and the issues that their executors may have to consider when it comes to paying inheritance tax after their death
  • Inheritance tax reliefs available both in lifetime and on death, to include potential ways to mitigate inheritance tax by way of lifetime gifting and your Will

If you require further information,
please contact Sue Pocklington.

Personal Tax

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 to also minimise your tax liabilities.

Humphrey & Co 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 taxpayers and individuals domiciled outside the UK.

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 Tax Return 
  • Calculation of your tax liability 
  • Secure electronic submission of the completed Tax Return to HM Revenue and Customs 
  • Calculation of future tax liabilities and advice on due dates of payment 
  • Advice on 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 the 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

Tax Investigations

HMRC could investigate your tax return at any time. We recommend to all our clients that they consider taking out our Tax Investigations Service. We can offer comprehensive cover with a cost-effective solution, making our services available to you with the advice and support you may need.

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Retirement Strategies

Maintaining a similar standard of living to that presently enjoyed whilst working is important when planning your retirement. Careful consideration should be taken when deciding on the sale of your business or leaving employment, financing your retirement and considering long-term care provision, as well as providing for your loved ones. We can help advise and guide you through these areas and where necessary provide assistance from our Trust & Estate Support Services team.

We also offer a range of services specifically tailored to your needs, including:-

If you require further information,
please contact Sue Pocklington or Kevin Hancock.

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Tax Investigation Service

Over 80% of all tax investigations by HMRC now arise from leads generated by its £80million database system, Connect, according to recent reports.

Why is HMRC investigating?

Last year, HM Revenue & Customs (HMRC) secured a record £28.6bn of additional revenue through tax enquiries into businesses and individuals. The target for this year is even higher. Spearheading this approach is an investment in technology that allows tax enquiries to be selected more efficiently and on a larger scale with data from multiple sources e.g. Land Registry, bank accounts and social media. In addition, HMRC's powers to investigate have been strengthened, meaning that all taxpayers are now at greater risk of being investigated than ever before, even if you think you have done nothing wrong.

During an investigation, the questions can be detailed and time consuming to answer. Whether or not HMRC finds extra tax to pay, the costs to defend you can be substantial. Indeed, it has been known for clients to agree to HMRC’s demands simply because of the costs involved in continuing to fight the case. For our subscribers, there is no cost whatsoever (subject to policy limits).

Protect yourself today!

Humphrey & Co has offered a Tax Investigations Service (TIS) to our clients for several years now, and we invite all our clients to share in the protection offered.

Tax investigations can be costly. Investing a small amount into our tax investigation service now means that you will receive complete support if HMRC targets you.

We will manage your case from start to finish, reducing stress and providing peace of mind.

Want to know more?

If you require further information,
please contact Anthony Smith.

See also -Tax Investigation Service - Business

Go to our specialist TIS Page

Trust & Estate Support Services

The Trust & Estate Support Services team (TESS) was set up in 1995 by Jonathan Cooke, a founder member of the Society of Trust and Estate Practitioners (STEP).

STEP is the global professional association for practitioners who specialise in family inheritance and succession planning. Our trust and estate partner, Sue Pocklington and the TESS team are all members of STEP.

TESS are here to provide support and guidance both to private individuals and professional people, covering a wide range of private client matters. We look not only to explain and help with the issues that need to be considered when planning for your own future and that of the next generation but also we can guide and support you, your loved ones and your executors through what can be a difficult time.

If you require further information,
please contact Sue Pocklington.

See also - Trust & Estate Services in our Specialist Sectors

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More than just Accountants

Our clients benefit from our depth of experience and expertise with an established reputation in many fields

We are based in Eastbourne and in Brighton & Hove. However, a client’s location is never a problem as we travel to meet clients at their homes or businesses.

Meet our Team