Personal tax planning

Benefiting from our personal tax advisory services

We offer a specialist personal tax planning service tailored to your individual needs that includes:

Advice on minimising tax liability for all personal taxes, including:
- Income tax
- Capital gains tax (CGT)
- Inheritance tax (IHT)
- Non-domiciliary taxes
Completion and filing of relevant returns
Advice on what payments are due and when
Advice on trusts and estates

We can offer you personal tax planning advice from one of our Tax Partners. He or she will help you optimise your tax position and ensure you meet all the compliance requirements. Clients who benefit from this service attest to the value of an independent adviser who can look at their situation within the larger picture. Your personal Tax Adviser will also be available to advise on issues such as:

How best to handle benefits such as company cars and accommodation
Whether directors should be paid by salary or dividend
How to minimize CGT liability on disposal of assets
How to optimise your tax position when living or working abroad

With the complex nature of tax and finances today, we also encourage our clients to develop a comprehensive personal finance plan that, in addition to general tax planning, covers:

Provision for education costs
Mortgage planning
Savings & investments
Insurance planning
Healthcare provision
Retirement planning
Estate planning

Decisions made in any of these areas are likely to affect one or more of the others, which is why we recommend working within an overall plan. We can help you draw up a comprehensive personal financial plan.

Call 01226 245824 today to discuss how we can help you manage your personal finances more effectively.