Personal Tax Planning and Self-Assessment
Tax is something that affects all of us, but by utilising our specialist advice on personal tax you can minimise the amount you need to pay. We offer a personalised service that will look at your individual circumstances and advise you on how to minimise your liability for income tax, capital gains tax, inheritance tax, and non-domiciliary taxes. As well as providing advice, we can also complete and file all the relevant tax returns on your behalf.
Because tax is such a wide-ranging and complex subject we are able in conjunction with our partner firms to provide advice on:
- Mortgage planning
- Savings and investments
- Provisions for education costs
- Insurance planning
- Healthcare provision
- Retirement planning
- Estate planning
We also offer advice and support for self-employed people looking to complete their annual self-assessment returns. With self-assessment being complex and often confusing , we can help ensure you don’t become one of the very many people who are financially penalised by HM Revenue and Customs each year for providing inaccurate information on their returns.
