We are specialists in income tax, capital gains tax and inheritance tax.
We have the expertise and software to take the headache out of the form filling and compliance aspect of Self Assessment. We can provide you with practical 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.
Today, more and more emphasis is being put on taxpayers’ individual responsibilities and everyone who is subject to taxation needs professional advice and support if they are to optimise their tax position and ensure they meet the compliance requirements. Our specialist tax team can provide you with year-round advice on all aspects of personal taxation.
Few of us like to think about dying, however the relevant legislation requires us to plan well in advance. This means making the necessary provisions now. There are many tax opportunities available and the earlier arrangements are made, the greater the chance of taking full advantage of our complicated tax system.
Being the subject of a tax investigation by the HMRC can be a stressful and worrying experience. With the onset of personal and corporate self-assessment, HMRC staff can now review cases on a ‘sample basis’; consequently, tax investigations have become more frequent. We have a wealth of experience in dealing with HMRC investigations, whether they are enquiries into an individual’s Tax Return under the Self Assessment regime, more detailed enquiries or employer-related investigations into PAYE and P11d compliance. If you are about to be the subject of an investigation, we can provide expert help and support.
Aside from the areas highlighted below, there are many other opportunities for the majority of taxpayers to lessen their tax burden.
We have saved our clients significant amounts in tax using robust and genuine tax planning solutions. We are not in the market to peddle risky unproven tax schemes.
Our ethos is to discuss your requirements with you and together formulate a sound tax planning strategy to meet your wishes.
We will be delighted to offer you a free, no obligation meeting with a member of our planning team.
Recover income tax you have paid in the previous three tax years
Avoid paying higher rate income tax in this tax year
Reduce your overall income tax bill
Save CGT on the sale of a second property
Structure your affairs to ensure you only pay 10% CGT on the sale of certain assets
Defer CGT bill using the various CGT reliefs and exemptions available
