Personal tax & estate planning

Our services are not restricted to businesses and we have a large core of personal tax clients both in the UK and abroad.

Whether you need assistance with your self-assessment tax returns or advice on inheritance tax and estate planning, we can help you. Our dedicated team can provide the following services:

  • Advice on minimising tax liability for all personal taxes including:
    • Income tax
    • Capital gains tax (CGT)
    • Inheritance tax (IHT)
    • Non-domiciliary taxes
  • Completion and filing of relevant returns
  • Advice on what payments are due and when
  • Advice on trusts and estate planning.

Please contact us to discover how we can help you make the most of your wealth.

Have we convinced you yet?

Please feel free to get in touch via phone, email or our quick contact form.

We offer initial free consultations – simply contact us to find out more.


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Contact us

Please call:
01243 776938

Address
James Todd & Co, 1/2 The Barn, Oldwick, West Stoke Road, Chichester PO18 9AA
James Todd & Co, 16 Northgate, Chichester PO19 1BJ

James Todd & Co is the trading name of James Todd & Co Limited. Chartered Accountants and Registered Auditors. Registered No: 07350649 in England. VAT No. 322087875. ICAEW Firm Reference No: C002730145

Registered to carry out audit work in the UK and regulated for a range of investment business activities by the Institute of Chartered Accountants in England and Wales. Details of our audit registration can be viewed at www.auditregister.org.uk

Details of our Designated Professional Body (DPB) activities can be viewed at register.fca.org.uk. A member of the ICAEW Practice Assurance Scheme.