Personal Tax

What we Do

Personal tax covers a whole range of taxation obligations from Income Tax and Inheritance Tax to lesser-known non-residency taxes.

It can be difficult to know whether you are paying the right amount of tax, at the right time, and what taxation relief you may be eligible for and much depends on individual circumstances.

We will legally advise you on tax mitigation, strategic tax planning and the preservation of wealth, and benefaction.

We will help you in the areas of:

• Minimise tax liabilities
• Reduce estate exposure to Inheritance Tax
• Plan for your family’s inheritance
• Remunerate yourself in the most tax efficient way
• Plan for business succession and exit strategy
• Plan for retirement
• Reduce your capital gains tax and inheritance tax burdens
• Income Tax and Capital Gains Tax mitigation and planning
• Succession and wealth planning
• Dealing with HMRC enquiries, investigations and disclosure
• HMRC Investigation Insurance
• Non Resident Capital Gains Tax reporting
• Non Residency Tax issues
• Remuneration planning and income extraction advice
• Trusts advice and tax returns
• Repayment claims for beneficiaries
• Inheritance Tax advice and estate planning