We are specialists in income tax, capital gains tax and inheritance tax.

Self-Assessment

We have the expertise and software to take the headache out of the form fill up and the compliance aspect of Self-Assessment.  We can provide you with practical advice on personal tax positions and 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.

Personal tax Planning

Today more and more emphasis is focused on taxpayer’s individual responsibilities and everyone who is subject to tax needs professional advice and support if they are to optimise their tax position and ensure they meet the compliance requirements. Our specialist tax team can provide you with year around advice on all aspects of personal tax.

Estate planning

Few of us like to think about dying; however the relevant legislation requires us to plan well in advance. This means making the necessary provisions now. There are many tax opportunities available and the earlier arrangements are made, the greater the chance of taking full advantage of our complicated tax system. It is important when planning to transfer an estate that adequate provision is made and setting the right balance requires considerable skill and foresight- along with a detailed knowledge of the current tax regime.

We provide a discreet comprehensive estate planning service that includes:

• Help with planning and reviewing a will
• Making full use of exemptions and lower tax rates on lifetime transfers
• Optimising lifetime transfers between family members
• Transferring agricultural or business property
• Transferring assets into trust
• Arranging adequate life assurance to cover potential inheritance tax liabilities

We also have expertise in dealing with trusts, a relatively easy and a very tax efficient way to set aside assets for future beneficiaries outside the inheritance tax net. We can advise on the most suitable type of trust to fulfil your wishes, assist in setting up the trust and provide the full range of accounting services required for tax management.

Can’t find the service you require listed above?

Why not contact us to discuss your requirements with one of our qualified accountants

Fixed price guarantee

Wherever possible all of our services are offered on a fixed fee basis, quoted up front and at competitive rates. The fixed fee will be quoted after an initial meeting and review of your tax situation. We will never begin work until you have approved the fee.

You have the option of paying in advance to claim 10% discount or pay by interest free monthly standing order.

Our Promise

We are confident in the quality of our service and efficiency of our service to clients. If you are unhappy with any aspects of the service you receive we promise to offer you a no quibble refund if we are unable to resolve the matter to your satisfaction.