Private client services

Personal Tax

We have the expertise and software to take the headache out of the form filling and compliance aspect of Self Assessment. We can provide you with practical advice on your personal tax positions and the planning opportunities available to you.

We can complete tax returns, calculate any tax liability and advise you on exactly when to make payments and how much to pay. We aim to meet the strict filing deadlines imposed by HM Revenue & Customs and help you to avoid incurring any late filing penalties.

Tax planning

Today, more and more emphasis is being put on taxpayers’ individual responsibilities and everyone who is subject to taxation needs professional advice and support if they are to optimise their tax position and ensure they meet the compliance requirements. We can provide you with year-round advice on all aspects of personal taxation including Capital Gains Tax and Inheritance Tax.

Investigations

Being the subject of a tax investigation by HM Revenue & Customs can be a stressful and worrying experience. With the onset of personal and corporate self assessment, HMRC staff can now review cases on a ‘sample’ basis; consequently, tax investigations have become more frequent.

We have a wealth of experience in dealing with HMRC investigations, whether they are enquiries into an individual’s tax return under the Self Assessment regime, more detailed enquiries or employer-related investigations into PAYE and P11D compliance. If you are about to be the subject of an investigation, we can provide help and support.

Tax protection

With the increased risk of such investigations it may be worth considering taking out our annual insurance policy to protect you and your business from unexpected costs; an investigation will undoubtedly result in additional accountancy work being undertaken. The amount of work will depend upon the complexity of the case but the cost could be substantial.