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SERVICES >> PERSONAL TAXATION |
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Our personal taxation service comes in two parts – for reasons which will become obvious as your read on |
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Firstly compliance – or, in plain English, getting the tax returns done.
There can be little in life as daunting as the arrival of the thick brown envelope from the Inland Revenue containing your tax return with explanatory guidance notes. Many struggle each year to interpret the forms and complete a veritable mass of paperwork – but then blithely assume the Revenue will calculate their taxation liability correctly for them!.
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| Why take that risk? We have a team of specialist tax professionals who deal with hundreds of cases each year and are dedicated to preparing your tax return and taxation computations and keeping you advised of your liabilities and dates when payment is due. |
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The service we provide is not just tax return preparation, (no matter how important that is bearing in mind the imposed deadlines). We provide an ongoing service, ensuring that clients’ affairs are looked after throughout the entire year advising on matters such as: |
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| » amounts of tax due and payment dates |
| » coding notice changes |
| » reviewing and checking statements of account and assessments issued by the Inland Revenue. |
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| The second part of our personal tax service is about wealth management |
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Working closely with you, we develop an overall strategy covering tax matters, financial planning, advice on wills and trusts, pensions and wealth retention. In considering every element, we ensure that our recommendations make efficient use of any tax breaks without compromising integrity.
We understand that you're looking for impartial, pragmatic and innovative advice. You don't want to be 'sold' a whole range of products; you want advice that accurately meets your needs. |
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We don’t sell investments and pensions. Our solutions are bespoke rather than the convenient 'off the shelf' variety. We work closely with your IFA to ensure that we provide you with a complete service. We don’t suggest schemes that won’t work.
We understand that you need to have implicit trust in us and that you want to make clear-cut decisions. |
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No Grey Areas. No jargon. Clear impartial advice.
Here are some of the areas our personal tax planning and advisory service covers:
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| » Capital gains tax |
» Expatriate taxation |
| » Inheritance tax |
» Lloyds underwriters |
| » Income tax |
» Furnished lettings |
| » Advice on Wills and Trusts |
» Trust administration |
| » National Insurance |
» Property income |
| » Benefits in kind |
» Pension provision |
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Contact Us and see if we're as good as we say we are....you might be pleasantly surprised. |
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