Personal Tax Planning

Your Personal Tax Position

Our personal tax department is experienced in all areas of tax planning for individuals and families. They can help you look ahead to create a strategy that helps minimise the amount of tax you pay.

Tax planning is much about understanding your personal position, your goals and your ambitions for the future. It's therefore important that we spend time with you at the outset getting to know what you are looking to achieve. Through discussing your options thoroughly, you will be able to make informed decisions, and together we can create a strategy that works for you.

We will also take a proactive approach to advise you on changing legislation and new planning opportunities. No one likes a nasty surprise at the end of the tax year, so our team will let you know of any issues well in advance of their due date.

Overseas Tax Planning

We are also able to assist those with overseas tax issues or cross-border tax planning opportunities. 

Peace of mind with our Tax Investigation Service…

For added peace of mind, we also offer all our clients an optional Tax Investigation Service, which provides up to the equivalent of £100,000 towards our professional costs per matter resulting from an HMRC compliance check, including checks into Tax Returns, PAYE, P11D, National Insurance Contributions and VAT affairs. Read more about MGT tax investigation service

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