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Personal Tax

We have developed a specialist taxation department to meet the increasingly complicated demands of taxation legislation relating to personal income and investment.

Our expertise and experience has led to the firm having a very large number of personal tax clients, many of whom have complicated tax affairs involving numerous sources of income.

Personal Tax Services

Our personal taxation services aim to ensure that you are able to plan your finances efficiently and effectively, as well as mitigating taxation liabilities. That means providing timely advice on both outstanding tax liabilities and tax planning opportunities.

Our personal taxation services include advice and assistance on:

  • Inheritance tax
  • Use of trusts to protect wealth
  • Employee benefits
  • Pension planning
  • National Insurance
  • Investments
  • Retirement planning
  • Capital gains tax relief
  • Gift Aid
  • Preparation of tax returns
  • Wealth Management

In addition, our specialist taxation department is available to assist in more complex transactions and planning arrangements. This department is led by tax partner Martin, acknowledged expert in the field.

The Benefits

Our personal taxation service assures you that your taxation affairs are kept up to date and that you are forewarned of any outstanding liabilities.

Prompt and expert advice enables you to plan ahead and minimise future exposure to taxation.