Personal tax services

Tax returns and tax planning for individuals

If you are self-employed or a high earner you will need to submit a personal income tax self-assessment return by midnight on 31 January following the end of the tax year. Our clients benefit from our knowledge of HMRC’s systems and UK tax law, with less stress during the process and a potentially significantly reduced tax liability.

We also support clients in managing capital gains tax (CGT) when they sell or dispose of assets – especially residential property and shares. With care and planning, such as thinking carefully about the timing of the disposal of assets, it’s possible to reduce the impact of CGT to a substantial degree.

Inheritance tax is another cause of worry for many of our clients who want to ensure that after they die, their loved ones receive as much of their estate as possible. You’re never too young to start thinking about this, or planning for retirement, and we can support you through the decision-making process.