Tax Services

We can advise you and your family on how to manage your financial affairs in the most tax-efficient way. This includes making full use of your allowances and exemptions for income tax, capital gains tax and inheritance tax. It also includes both short-term and longer-term tax planning. We often advise clients on these areas when we are helping with related issues, such as making a Will or planning for retirement.

Our tax services include:

• preparation of your annual tax return, including self-assessment tax returns
• preparation of tax return and accounts for sole traders and partnerships
• tax planning and advice to minimise your capital gains tax liability – this can range from re-organising your share portfolio to setting up family trusts
• advice on reducing your tax bill if you own more than one property
• guidance on the best ways to reduce inheritance tax payable on your estate by way of lifetime gifts or trusts, and advice on the Pre-Owned Assets Tax legislation
• how to set up a trust or charity in a tax-efficient way. Our team can manage the trust or charity by making full use of all exemptions when submitting tax returns to the HM Revenue & Customs.

All our tax specialists will take the time to understand your financial and family circumstances and to provide you with tailored, practical advice.

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