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Private clients


It's an unfortunate fact that every time government undertakes to simplify the UK's tax legislation, the result is precisely the opposite. Consequently our tax system is riddled with traps for the unwary and can pose a significant risk to your wealth.  At Wortham Jaques we use our tax expertise and experience to provide a range of services to private clients, designed to help maximise your income, relieve your compliance burden, plan for the future and ensure that when the time comes, your wealth is passed on in accordance with your wishes.  Why not let us shoulder your tax burden? Our private client services include:

Self assessment

Tax doesn't have to be taxing - at least, not according to HMRC's advertising campaigns. There are an awful lot of people who would beg to differ, having struggled to complete their own self assessment tax returns. That includes the 90 or so Members of Parliament who were given tax returns to complete as an experiment. Not one of them got it right!

At Wortham Jaques we have the expertise and technology to deal with self assessment tax returns quickly, efficiently and correctly. In the process we are often able to spot tax saving opportunities too. And we can do all that very cost effectively. Why not ask for a quote?

Our tax investigation fee protection scheme

Do you worry about the cost in the event of a tax investigation by HMRC? There’s no need to. All our personal clients are eligible to join our fee protection scheme which covers the cost of accountancy and other professional fees in the event of an HMRC investigation or compliance review.

Tax planning

Whether you’re looking for tax advice regarding a one off transaction, regular end of year tax planning, or longer term strategic tax planning, Wortham Jaques can assist with effective strategies to minimise your tax liabilities, maximise your cash flow, and keep you on track to your financial goals. Our comprehensive knowledge and experience of the UK tax system, including income tax, corporation tax, capital gains tax, inheritance tax and VAT means we can help you to make the most of planning opportunities and avoid tax pitfalls no matter what your circumstances.

If you're planning a transaction that may have tax implications please speak to us first. Careful planning can often reduce the tax bill significantly but it has to be done in advance. We're very good at advance planning but haven't yet worked out how to alter past events!

Inheritance tax and estate planning

Effective inheritance tax (IHT) and estate planning are essential to ensure financial security for your loved ones after you are no longer there to care for them. Wortham Jaques will work with you and your solicitor to guide you through the complexities of the IHT legislation. Our aim is to minimise or, where possible, eliminate the tax burden on your estate. With careful planning now you can rest assured that your loved ones will gain the maximum possible benefit from the wealth you bequeath to them.

International taxation

Wortham Jaques has accumulated a wealth of experience in providing tax advice and compliance services to UK individuals going to live abroad and to foreign nationals coming to live in the UK. If you live outside the UK but have taxable income or gains arising within the UK we can work with you and your advisers in your country of residence to ensure that you gain the maximum benefit from the applicable international tax treaties and pay no more tax than is absolutely necessary in either jurisdiction. The same applies if you live in the UK but have taxable income arising abroad.

Are you UK resident for tax purposes? UK legislation in this field recently underwent a major overhaul and the rules for determining whether or not you are UK tax resident are far more complex than they were. It is now possible to be UK tax resident even if you live abroad most of the time. Basing your tax compliance on the mistaken assumption that you are not UK resident leaves you open to significant penalties. If you have any doubts at all why not let us check your status?

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