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Personal Tax

Our Services

We offer a full range of personal taxation services:

  • Completion of Self-Assessment tax returns, together with advice on allowances and claims.
  • Calculation of tax liabilities and timing of payments.
  • The tax consequences of making pension contributions and tax efficient planning of such payments.
  • For individuals we advise on specialist areas including Capital Gains Tax and Inheritance Tax.
  • We complete specialist personal tax returns for Lloyds’ Members and for Trusts.
  • Taxation planning and advice affecting individuals through the sale of a business and early retirement.
  • Advice on UK or Overseas Residency implications for tax purposes.
  • Dealing with HM Revenue & Customs investigations or enquiries.

As for business tax clients we aim to file tax returns as early as possible and to ensure that our clients do not incur penalties for late filing that are now mandatory.