Taxation

Personal Taxation

From compliance such as filing your Self Assessment tax return to advisory services such as Capital Gains Tax advice and planning, your dedicated tax manager will be familiar with your personal finances. From National Insurance issues to taxes and additional income, you will always have someone to turn to whenever you have questions.

Whether you are a high earner or have a complex residency situation, your tax manager will be readily available with any assistance you require with your tax return.

Self Assessment

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 and the planning opportunities available to you. Over recent years HMRC have increased the penalties for failing to file a return on time and for errors. 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

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.

Capital Gains and Inheritance Tax planning

If you’re selling a second home, or land left you by a long-lost uncle, we can help. We can help plan around these disposals then calculate the tax due and handle the compliance aspect of these sales.

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.

HMRC Investigations and Enquiries

Being the subject of a tax investigation or enquiry by HMRC can be a stressful and worrying experience. We have a wealth of experience in dealing with HMRC investigations, whether they are enquiries into an individual’s Tax Return, more detailed enquiries into a company’s affairs or employer-related investigations into PAYE and P11d compliance. If you are the subject of an investigation, we can provide expert help and support.