Services for individuals

We will help you to understand the tax implications of your actions in order that you can plan ahead and conduct your affairs in a tax efficient way.

Our typical clients include:

• sole traders, partners and company directors
• individuals with rental properties and those that rent spare rooms in their homes
• non-resident landlords
• individuals with investment portfolios
• individuals with income of more than £100,000 that need to complete a return
• individuals who have sold assets and may have capital gains tax liabilities

Self Assessment

We have the expertise and technology to take the headache out of the form filling and compliance aspect of Self Assessment. We can provide you with practical advice on personal tax and the planning opportunities available to you. Over recent years HMRC have increased the penalties for failing to file a return on time and for errors. We can complete tax returns, calculate any tax liability and advise you on exactly when to make payments and how much to pay.

Personal tax planning

Everyone who is subject to taxation needs professional advice and support if they are to optimise their tax position and ensure they meet their compliance requirements. We all have to pay tax but there are numerous ways of saving tax and making sure that you only pay the minimum that is legally required. As a new client we will review your position to determine if this is the most tax efficient way of operating and if you are running a business we will continually re-evaluate your business structure to determine whether any changes would benefit your financial position.