Personal tax planning

We can help minimise your tax liability and make more of your wealth.

In addition to our business clients, we have a large core of personal tax clients both in Doncaster and nationally.

Whether you need assistance with your self-assessment tax returns or advice on inheritance tax planning, we can help you. Our dedicated team can provide the following services:

  • Advice on minimising tax liability for all personal taxes including:
    • Income tax
    • Capital gains tax (CGT)
    • Inheritance tax (IHT)
    • Non-domiciliary taxes
  • The completion and filing of relevant returns
  • Advice on what payments are due and when
  • Advice on trusts and estates

Estate planning

Early planning is crucial when making arrangements for the future of your estate.

Such forethought may enable you to take full advantage of the tax opportunities available and thus maximize the amount that is passed to your beneficiaries.

We provide a discreet estate planning service that includes:

  • Calculating the value of your estate and possible future tax implications
  • Making full use of exemptions and lower tax rates on lifetime transfers
  • Optimising lifetime transfers between spouses
  • Transferring agricultural or business property & obtaining reliefs
  • Transferring assets into trust
  • Recommendations - for example adequate life assurance to cover potential inheritance tax liabilities

Please contact us to discuss how we can help you make the most of your wealth.