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What we offer » Taxation »
Personal Tax (including sole traders and partnerships)
 We are specialists in income tax, capital gains tax and inheritance tax.
Self Assessment
As well as having the expertise and software to make the compliance aspect of Self Assessment easier, we can provide you with innovative advice on personal tax positions and the planning opportunities available to you. We can complete tax returns, calculate any tax liability and advise you on exactly when to make payments and how much to pay.
Personal tax planning
In order to ensure that you optimise your tax position and ensure that you meet all compliance requirements, our specialist tax team can provide you with year-round advice on all aspects of personal taxation.
Estate planning
While we may not like to consider the subject too much, there are considerable financial benefits from planning for the financial and tax consequences of a death. Current legislation means that the sooner the plans are started and implemented the greater the benefits.
It is important when planning to transfer an estate that adequate provision is made and getting the right balance requires considerable skill and foresight – along with a detailed knowledge of the current tax regime. We provide a discreet comprehensive estate planning service that includes:
- help with planning and reviewing a will;
- making full use of exemptions and lower tax rates on lifetime transfers;
- optimising lifetime transfers between family members;
- transferring agricultural or business property;
- transferring assets into trust; and
- arranging adequate life assurance to cover potential inheritance tax liabilities.
We also have expertise in dealing with trusts, a relatively easy and very tax efficient way to set aside assets for future beneficiaries outside the inheritance tax net. We can advise on the most suitable type of trust to meet individual requirements, assist in setting up the trust and provide the full range of accounting services required for trust management.
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