Personal tax planning

With the tax regime becoming more complex and more emphasis being put on taxpayers’ individual responsibilities, everyone who is subject to taxation needs professional advice.

Personal tax planning

This advice should optimise your tax position and ensure they meet all compliance requirements. We are the tax specialists. We can provide you with year round tax advice on:

  • Income tax
  • Capital Gains tax
  • Inheritance tax
  • Trusts and estates
  • Non-domiciliary tax issues

Every pound of income tax you save means more income at your disposal, every well planned disposal of assets means minimal capital gains, and every inheritance tax saving means more benefit for your beneficiaries.


Self-assessment can be a time consuming and often confusing business for busy individuals. Judging by the hundreds of thousands of taxpayers who are penalised by HMRC each year it can also be very costly if:

  • Deadlines are missed
  • Incorrect returns are delivered
  • Appropriate records are not retained or presented
  • Tax is not paid by the appropriate deadlines
  • We aim to spare you all these headaches and free up your valuable time by offering a comprehensive Individual Self-Assessment service, including:
  • Helping you register for Self-Assessment
  • Liaising with your bank, building society, stockbrokers and other financial institutions to gather the relevant data for your  annual returns
  • Considering the claims to offset against your income
  • Completing a schedule of all the entries on your return and the return
  • Calculating your tax liability
  • Filing your tax return online on your behalf
  • Advising you when various payments are  due and how much to pay
  • Reducing your payments on account
  • Making sure you don’t overpay national insurance
  • Advising on appropriate record retention
  • Introducing you to any relevant tax saving ideas
  • Dealing with correspondence with HMRC
  • Representing you in the event of your  being selected for investigation by HMRC

The next step

Please contact one of our team for more information.