Individuals

We offer a wide range of tax services for individuals; below are some of the ways we can assist you and your family in meeting your tax obligations and maximise your tax efficiency.

Self Assessment Tax Returns

We can assist you with your tax compliance obligations, which mostly involves the preparation and submission of Self Assessment tax returns, but also includes the preparation and submission of tax repayment claims, tax elections, Non-Resident CGT returns and much more.

Personal Tax Advice

As a Chartered Tax Adviser practice, we pride ourselves on providing personal tax advice to help you maximise your tax efficiency. We can advise on a wide range of personal tax planning opportunities, including:

  • Profit extraction strategies

  • Savings and investments

  • Tax efficient investments

  • Pension contributions

  • Expat tax, residence and domicile

  • Property tax

  • Capital gains tax

  • Inheritance tax

  • Claiming relief for losses

  • Family tax planning

Tax Enquiries and Investigations

In the event of an enquiry or investigation by HMRC, we can deal directly with HMRC on your behalf to ensure the enquiry is dealt with in the most efficient manner, risks are minimised and additional tax liabilities & penalties are mitigated.

If we prepare a tax return for you, we offer an optional tax enquiry fee protection service, which for a modest annual fee covers our professional costs in dealing with an enquiry into your tax affairs.

Contact Us

For a free, no obligation consultation or a fee quote, please contact us