Self assessment & Estate planning
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 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.
When we offer advice on estate and inheritance tax planning, we work closely with clients and their legal advisers.
We combine our technical expertise in trusts and estates with an understanding of the complexities of business and family life.