Self assessment & Estate planning

Self assessment

If you are self employed or a director, you need to complete a tax return. If you are in receipt of non-taxed investment income, or have multiple sources of income, we can advise you if you need to complete one.

We take a proactive approach to managing your income and investments, so you can minimise your current and future tax liabilities. If you are a business owner, we will advise on the most tax-efficient structure for your business, and help you understand how to enjoy profit from your business in the most tax-efficient way.

We offer a complete personal tax service. We calculate tax liabilities and submit returns online for our clients, so they can relax, with complete peace of mind, knowing they are complying with legislation and mitigating their tax liabilities.


Estate planning

When we offer advice on estate and inheritance tax planning, we work closely with clients and their legal advisers.

By taking the time to understand your specific circumstances, family situation, business and financial arrangements, we can advise you on how to shelter your assets from significant tax liabilities.

We combine our technical expertise in trusts and estates with an understanding of the complexities of business and family life.

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