Our taxation team provides value added services for our private clients. 

Taxation is not just the sole preserve of accountancy firms. In fact, taxation advisory and compliance services are at the heart of what we offer. After all, effective and timely tax planning can make an enormous difference.

Our experienced and highly-qualified advisers look after our clients’ affairs so they not only meet their obligations but save tax wherever possible.

We provide help for individuals, small businesses, trusts, executors of estates and those with overseas interests.

Tax can have huge implications on personal wealth management during a client’s lifetime and on their death. We give dependable advice encompassing a range of circumstances.

Our tax planning advice covers:

• inheritance tax planning for the tax-efficient passing on of wealth,
• capital gains tax planning on disposals of assets including land, businesses, investments and property,
• income tax and remuneration planning, and
• tax-efficient investments.

Our compliance services help with:

• preparation and filing of tax returns,
• calculation of capital gains and losses,
• calculation of tax liabilities and advice on payments and due dates,
• arranging PAYE notices of coding,
• recovery of tax paid for those outside the self-assessment system, and
• tax reporting for trusts and estates.

Our advisors aim to build long term relationships with our clients, establishing a rapport that allows us to offer a friendly service but one that can be formidable if necessary in our dealings with HM Revenue & Customs.

For more information please contact Martin Campbell.