Personal Tax

Personal tax planning

Maximise your personal wealth by careful use of the reliefs and exemptions available for Income tax, Capital Gains tax, Inheritance tax, and Trust tax.

Self-assessment tax returns

Avoid unnecessary penalties by using us to complete your tax  return and advise on any tax saving opportunities.  We offer you a choice of 3 levels of service to suit you and your budget.

Inheritance tax

Avoid handing over 40% to the taxman by careful estate planning now, particularly as the family home has increased in value over the recent years. Minimise your Inheritance Tax and pass on the maximum to your chosen beneficiaries.

Tax investigation insurance

No one enjoys an enquiry from HMRC, which is why we deal with them on your behalf so that you don’t have to.  Unfortunately sometimes these enquiries are lengthy so why not insure yourself against the cost of professional fees defending you against HMRC with our Tax Investigation Insurance.

Both Business and Personal cover available.