We offer a personal and fully tailored service that fits with your particular needs and situation.
We work with a variety of clients including shareholders, company directors, self-employed, employed, entrepreneurs, professionals, and high net worth individuals and their families.
We consider the interaction between you as an individual and you as owner and shareholder of your business. We think about your pensions, interest relief for investment that you have made in your business and how your personal financial affairs interact with your business affairs.
If you operate your business privately rather than through a company you will have some similar considerations but also different needs as your work is not ring-fenced by a corporate holding. Therefore it is important to consider your position on an individual basis and deliver you a bespoke service.
We can help you understand the tax treatment of pensions, investments, venture capital trusts, enterprise investment schemes and any income tax loss relief available. We offer a full range of Personal Tax services, including annual returns, as well as inheritance tax, international tax planning, reporting and compliance.
We can also help you with any issues that arise on payment of tax bills; this may include arranging a time to pay agreement with HMRC, or adjusting your payments on account resulting from a change in your personal situation.
We can also help you to understand how HMRC’s offshore disclosure facilities work.