With over ten personal tax specialists, we have a large team of highly experienced advisers offering a full range of tax planning and compliance services to our private clients including individuals, foreign nationals, entrepreneurs and owner-managers, professionals and partnerships, trustees, farmers and landowners.

We acknowledge that everyone’s circumstances are different. We aim to thoroughly understand your priorities and aims, so that our advice will be as effective as possible. We can help achieve tax efficiency in your projects, with your investments, or simply by streamlining your existing affairs to minimise your tax liabilities. Whether you need assistance in completing your annual tax return or more complex tax advice on a special project or transaction, we can help.

We have an excellent reputation for providing advice which is technically sound, commercial and practical in all areas of taxation including income tax, capital gains tax, inheritance tax, PAYE and National Insurance.

Throughout the year, we issue updates outlining opportunities and initiatives that might help minimise your tax liabilities.

Whereas your personal financial situation is unique, most of us want to know how much we have to pay, when and, at the same time, how to reduce our tax liabilities.

We will ensure that you are reminded of relevant deadlines and any changes in the tax regime, giving you the reassurance that you are fully compliant with your tax obligations.

We are able to provide specialist advice on tax reliefs, tax efficient investments, establishing trusts and other structures, inheritance tax and succession/Will planning.

We will work with you and your other advisers to shape your future plans and objectives, helping you to achieve these in the most tax efficient way.

We regularly work with clients who have an offshore aspect to their affairs, providing advice on UK residence and domicile issues and their impact on UK tax liabilities. Where appropriate, we work with associate firms in Accelerate, the worldwide association of independent accountancy practices of which we are a member, to assist our international clients in accessing tax advice in other jurisdictions.

Discussing Wills and the prospect of IHT can be a sensitive topic; our approach is to gain a thorough understanding of your family dynamics and objectives so that we can help you to achieve your wishes in the most tax efficient and practical way.

Our specialist trust knowledge makes us a market leader in the provision of advice to trustees and those creating and benefitting from trusts. Several of our partners act as professional trustees for a range of family and charitable trusts.

We can advise on the creation and winding up of trusts, their suitability for protecting family wealth and managing assets and their role in business succession, IHT and care fees planning.

It is important that trustees, settlors and beneficiaries understand the tax implications of their actions. We will help you to interpret these complexities so that all parties to the trust can make informed decisions and effective plans for the future.

Alongside this advisory work, we can provide a cost effective trust administration service, helping trustees to comply with their financial reporting and tax obligations.

HMRC can make enquiries into your tax return without having to give a reason. Tax investigations and enquiries will almost inevitably result in you having to seek specialist advice, often at a considerable cost.

Our Tax Compliance Service, available at a small annual fee, provides you with the right level of advice and support without having to worry about professional costs in the unfortunate event of an enquiry. The service also gives access to telephone advice on employment, health and safety and commercial legal issues.

We are very experienced in handling all aspects of HMRC enquiries from simple requests for information through to detailed technical investigations.