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Services for Individuals

We’re focused on ensuring that you get the most out of your hard-earned money. By carefully assessing your individual needs as well as any future financial requirements, we can optimise your financial situation.

This includes general tax planning, inheritance and capital gains tax, trusts and estates and Self-Assessment while keeping up to date with the latest HMRC requirements.

Our areas of expertise incorporate:

If you are daunted by the tax rules or just want peace of mind that an expert is keeping an eye on things for you, we’re here to help.

We will take care of your self-assessment requirements and communicate with HMRC on your behalf to save you time and worry.

What’s more, we’ll allocate you a named contact so you know who to contact to ask any questions and they will build up knowledge of you and your circumstances so that we can advise you relevantly and efficiently.

We can advise on Capital Gains Tax planning to make the most of reliefs and allowances so that you can make the most of your asset disposals as you manage your wealth.

We can also assist you with reporting gains to HMRC outside your annual Self-Assessment tax return, such as when required following the sale of UK land and property.

We can help with the UK tax implications of income from property, for both non-UK residents with UK property portfolios and UK resident landlords with one or more properties.

We often liaise directly with letting agents to ensure the preparation of accounts and reporting of your rental income to HMRC is as efficient as possible.

We are particularly well-placed to help with the requirements of ‘Making Tax Digital for Income Tax’ which will be introduced by HMRC within the next few years.

We have specialist knowledge in many areas of tax and have a network of contacts who can help with any issues outside our area of expertise.

As such, we can advise on planning which impacts your Income Tax, Capital Gains Tax and Inheritance Tax exposure.

We are here to help you understand the impact of any of these taxes and discover planning opportunities to minimise your tax burden.

If you have income sources or assets outside the UK then your tax residency and domicile status, along with double taxation agreements between different countries, affect which of your income and gains are taxed in the UK and whether they can also be taxed elsewhere.

We have a team with vast experience in helping clients who have these specialist issues.

If you are moving to or from the UK, are unsure if you are tax resident, non-domiciled or need to understand what all of this means for your tax position then we can help.

Have you just started to receive shares or options from your employer? Maybe you are unsure about the ongoing tax implications. Or perhaps you are planning a sale of shares built up over many years and would like to know if you will have Capital Gains Tax to pay.

We can provide the answers to all your share scheme questions, with clear advice, calculations or assistance with record-keeping and Self-Assessment tax returns.

We have experience with schemes used by some of the larger employers in the local area and UK tax implications of employee shares and options generally.

Here to help

If you require personal tax advice or would like to know more about our services and how they can assist you, please get in touch.