Self-assessment
We complete self-assessment tax returns for companies, individuals, partnerships, and trusts & estates quickly, efficiently, and correctly. In the process we are often able to spot tax saving opportunities too. When we have completed your tax return we will calculate your tax liability and let you know how much to pay and when to pay it. And of course we do all of that very cost effectively.
Worried about the cost in the event of a tax investigation by HMRC? There’s no need to be. All our clients are offered a fee protection scheme which covers the cost of accountancy and other professional fees in the event of an investigation. We will be happy to provide details on request.
Tax planning
Whether you’re looking for tax advice regarding a one off transaction, regular end of year tax planning, or longer term tax planning, we 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.
Protecting the family wealth
Effective IHT, estate and trust planning is essential to ensure financial security for your loved ones. In a business context it can help facilitate a smooth succession of ownership. We can work with your solicitor and investment adviser to ensure that your loved ones don't have any unwelcome surprises or complications to deal with during a time of loss.
Financial and retirement planning
It is vital to plan in advance if you wish to maintain your lifestyle after retiring from work. At a time when the official retirement age is increasing, state provision is reducing, pension legislation is constantly changing, and stock markets are volatile, professional advice is more important than ever. We will work with your chosen investment adviser to make sure that the optimum advantage is taken of tax efficient investments and the reliefs available for pension contributions.