Tel: 01785 814864

Personal Services

Self Assessment

Self assessment can be another confusing and time consuming process for busy individuals.

We offer a comprehensive self assessment service, which includes:

  • Liaising with financial institutions including banks etc. to gather relevant info
  • Calculating your tax liability
  • Completing and filing your tax return on your behalf
  • Advising you when various payments are due and how much to pay
  • Advising on appropriate record retention
  • Sourcing any relevant tax saving ideas
  • Representation in the event of you being selected for investigation by the Inland Revenue.


We offer personal tax advice to suit your individual needs and regularly review your affairs to ensure you’re aware of all tax savings that could be made.

Our advice services include:

  • Income tax
  • Capital gains tax
  • Inheritance tax
  • Non-domiciliary taxes
  • Completion & filling of relevant forms
  • Benefits, such as company cars and accommodation
  • Trusts and estates

Estate Planning

When you have spent a lifetime building up your own personal wealth, you need to ensure that upon your death your estate will pass into the hands of your chosen beneficiaries and not in to the hands of the taxman.

Inheritance tax used to be referred to as a ‘voluntary tax’ for the very wealthy, but with dramatic increases in property values without a corresponding increase in the IHT threshold many more estates have come within the taxman’s reach.

This makes estate planning more necessary and all the more urgent.

We can help you reduce the potential tax liability on your estate, but it involves careful planning. We can build a creative plan to minimise IHT, including succession planning and business exit strategies enabling you to pass more of your hard earned capital to future generations.