Personal taxation

Many taxpayers think the completion of the annual Self Assessment Tax Return as tedious, repetitive and routine. They are right. Unfortunately, many also think that it is simple and straightforward. Most of the time, this is an illusion. The moment you introduce pension provisions, set up savings accounts or inherit wealth, your affairs become complex.

We use the most up-to-date specialist taxation software, overseen by specialists who ensure maximum accuracy in Tax Return completion. We know that any error, however innocuous, can spark off an unwelcome enquiry. We consider it an integral part of our client remit to provide a professional service designed to offer the best protection against unwelcome enquiries. Should an enquiry ensue, we have a team that includes ex-Inspectors' of tax who understand how to bring such enquiries to a speedy conclusion.

As a client, you benefit from a thorough examination of your financial situation. We like to call it a 'wealthcheck'. From this we can gauge the type and extent of tax mitigation required. This can take the form of a complicated series of trusts or an element of offshore planning. Sometimes it could just involve recommendations on re-drafting your will, adjusting pension contributions or transferring ownership of an asset.

Whatever your circumstances, our role is to ensure that you are not volunteering to pass over too great a slice of your income and assets to the tax authorities while keeping your affairs in compliance.

Income tax, Capital Gains Tax, Inheritance Tax, National Insurance Contributions; all of these taxes will impact you in one way or another during your business life. Our clients expect that any tax mitigation exercise should not, and will not, focus on one tax in isolation. We endeavour to deliver optimal answers where the balance of tax is minimsed but without tying you to products or agreements that fail to match your personal goals.