Personal Tax Advice
There is so much more to personal tax than simply preparing a self-assessment tax return.
Recent changes in the economic and political landscape have resulted in an unprecedented number of changes in tax legislation, thresholds, rates, allowances and reliefs. Personal tax it involves checking HMRC codes and statements of account so that we are able to keep your tax affairs completely up to date. The need for professional tax planning is more important than ever, especially with a 45% tax rate. Close monitoring is essential so adjustments can be made where necessary. We can offer individuals help to optimise allowances and reliefs.
With extensive knowledge of Enterprise Investment Schemes (EIS) and Venture Capital Trusts (VCT's) resulting in income tax and Capital Gains Tax (CGT) relief for individuals investing in small companies.
We provide Inheritance Tax planning solutions (IHT), using Business Property Relief (BPR) and Agricultural Property Relief (APR) reliefs, annual exemptions and advise on gifts with reservations. We are also familiar with the use of trusts as part of Inheritance Tax planning.
We offer a range of Personal Tax services
- Capital Gains Tax Planning
- Non Residency
- Rented Property
- HMRC Enquiries
- Inheritance Tax
- Tax Fee Protection Insurance