Taxation

Personal tax and Self Assessment

As a sole trader, partner, company director, employee or pensioner, there are many tax rules which may affect aspects of your earnings, investment and savings income. We can steer you through the ever changing legislation and regulations and explain your tax affairs in plain English.

Our Personal and Business Tax service is provided by our experienced tax team using up to date taxation software and will:

• Relieve you of the burden of struggling with your tax calculations and return.
• Ask you for the information that we will need (and follow up with a reminder if necessary!).
• Remind you of deadlines.
• Prepare your tax calculations, tax return and full supporting schedules.
• Advise you of tax due and dates for payment.
• Review your tax affairs and give advice to minimise your liabilities.

Capital Gains Tax and Inheritance Tax

We Can:

• Complete the calculations involved.
• Help you understand the tax opportunities and pitfalls of actions that you intend to take and explain how tax may be minimised with planning.

Working with other advisers

We will:

• Work with other specialists in areas such as family protection, pension planning, investment issues and the drafting of your will.
• Recommend an independent financial adviser or solicitor if you need one.

Contact us now for a free initial meeting