Personal Tax Planning

Over a number of years we have developed and refined our own self-assessment tax system, which contains our unique guarantee, offering a fixed price service for the preparation of personal tax returns, the electronic submission of these to HM Revenue & Customs, agreeing the tax liability and notifying you of the payments in good time

In addition we monitor changes in tax legislation and ensure that if they are going to affect you then we get in touch to discuss how they will affect you and what options exist. We also contact all our tax clients in January to check that they have made best use of all their annual allowances.

But that is only the beginning of the assistance that we offer, personal tax does not just involve Income tax. Our tax system is made up of several interacting taxes and these all need to be considered together when making plans. It is also necessary to be aware of future changes that may occur with a change of emphasis or policy on the part of the government. Whilst we cannot give you investment advice, we can advise you on the tax implication of various course of action that you may be considering.

It is important to take advice before you take any action so if you need help and assistance contact us before you act.