Personal Tax Planning

We help to protect your interests and simplify your financial affairs so you can get on with the business of living life

Individual taxpayers are exposed to a complex web of taxes, especially when investing in businesses, property and more diverse investment strategies. Planning for your future, retirement and succession also involves intricate considerations where good advice from highly experienced specialists is a must.

Protect yourself, your family and your future with specialist advice from a firm with over 160 years of heritage advising local people

Everyone has different aspects to their tax affairs, there is no one-size-fits-all approach. Our team of tax Partners and Consultants works closely with our clients to help them realise their aspirations with efficient and secure strategies to safeguard wealth.

Some of the areas we can help you with include:

  • Income Tax and National Insurance
  • Capital Gains Tax planning
  • Inheritance Tax strategies
  • EIS, SEIS and VCT Investment strategies
  • Administration and Estate planning
  • The use of Trusts and Settlements
  • International tax matters
  • Dealing with Tax Enquiries or Investigations
  • Seafarers and other more unique tax structures

Our Partners and Consultants also work closely with our own firm of Financial Planning Consultants. As such we can provide a uniquely joined up approach to all aspects of pension / retirement planning, investment strategies and tax efficient savings options.

Year End Tax Planning Guide

The past year has been very different. Covid-19 has left a mark none of us could have envisaged. Please be assured that we are always on hand to advise and keep you up to date with tax and finance measures as they unfold.

View your guide here

Different because you are

We pride ourselves on providing individually tailored services to our clients. Whatever your aspirations and priorities in business and life, we will be by your side with expert advice from local specialists. It is because your needs are unique, that the solutions we provide are distinct and personalised to you.

Personal Tax Planning is, by its very nature, an advisory led bespoke service. Our team of Partners and Consultants is hugely experienced and qualified and their advice is valued by a broad range of local business people and individuals. If you would like to speak to one of our team please get in touch to arrange a meeting or telephone call.

Personal Tax Planning Articles

No articles could be found matching that criteria.

Cryptoassets - a new phenomenon, but familiar tax rules still apply

In-depth guide
4 min read

Capital Gains Tax explained

In-depth guide
9 min read

Dental matters: Superannuation contributions

In-depth guide
1 min read

Key partners and staff

Colin Fish

Partner

Mark Haylett

Consultant

Adele Cooper

Manager

Andrew Miller

Tax Consultant

Edward Passmore

Tax Consultant

Melissa Welton

Tax Consultant

Natalie Miller

Senior Tax Consultant

Sadie Nicholls

Assistant Manager

FAQs

Why might I need Tax Investigation Cover?

It will cover the costs of an HMRC enquiry and provide you with complete support by our team during the review process.

Wide-ranging tax planning and compliance services for individuals seeking advice and guidance from our team of experienced and highly qualified professionals.

Friendly and coherent advice and guidance on accounting and tax matters for small business owners including those starting out for the first time.

Established businesses requiring accounting and tax compliance services, forward thinking tax planning advice and the support to help your business succeed.

Our full range of enhanced corporate services aimed at large companies and those requiring audit, assurance, corporate tax advisory and diverse tax planning services.

Glossary

Test

This is a test definition

more