Tax Planning + Advice

Personal Tax

If you are seeking independent, personal tax and financial planning advice to maximise and protect your wealth and investments our personal tax experts can help. 

Our clients range from entrepreneurs to trustees, from directors of family businesses to property investors and from senior company directors and professional partners to private individuals.

Our tax experts help with all aspects of personal tax planning, from basic self-assessment tax calculations and completion and submission of your return, to advising your potential inheritance tax, capital gains tax and residential property tax liabilities that may arise from your personal financial affairs – and advising you on how to minimise these liabilities accordingly.

Our tax services include:

  • Annual returns to HMRC: Self-assessment tax and compliance.
  • Personal tax planning, tax allowances and tax reliefs. 
  • Planning for you and you family’s future – inheritance taxes and arranging your personal assets and estate.
  • Residential property – LBTT and ADS.
  • Advising on capital gains tax liabilities that may arise from your financial activities.
  • Future planning and pass wealth to the next generation: trusts and family investment companies.

What will our personal tax services give you?

  • We will advise you on how you can minimise your tax liabilities through forward planning and we will ensure that you are accessing all the available tax reliefs, allowances and incentives you (and your partner and family where appropriate) are entitled to access. 
  • We will ensure that your assets are protected now and in the future – many of your actions now will have a direct impact on your potential future tax liabilities.
  • We can help you to maximise the return you make on your personal and business investments.
  • If you are a member of a professional partnership, we can help you to calculate and minimise your partnership tax liabilities.

Related Links

Our Tax Planning + Advice Expert Wendy McBride

Wendy is a highly experienced tax accountant and an ATT Fellow working with corporate and private clients.

Wendy helps our clients to identify and access all the tax reliefs and allowances they’re entitled to access, as well as helping them to plan ahead to minimise potential future tax liabilities.