Tax planning for all phases in your life

Whatever your individual circumstances, we are there to help. Whether you are a sole trader considering partnership, or a business considering incorporation, or an individual considering succession or retirement issues, or an individual considering the protection and passing on of wealth to the next generation, we have the experience to talk you through the issues and to guide you in your decisions. [more]

Tax investigation

We have assisted both new and existing clients through the HM Revenue & Customs investigation process. Our extensive experience in this area of work and success in negotiating with HM Revenue & Customs makes a significant contribution to the level of eventual settlements negotiated for our clients and the mitigation of interest and penalties. [more]

Tax effective Wills and Inheritance tax planning

We act for wealthy extended families providing all round tax service. The professional personal service we offer includes the preparation of annual tax forms, ongoing income tax, capital gains tax and inheritance tax advice at the end of the ‘phone, and by liaising directly with the solicitors and stockbrokers involved we ensure that our clients have a seamless service. [more]

Ad hoc advice re complex issues

If individuals usually submit their own tax forms but have particular years where, for example a capital disposal or share option transactions made this difficult we are able to provide assistance just when needed. [more]

Trusts and Estates

In addition to our own client related work, our trust and estates department also assists many local solicitors with the preparation of accounts and annual tax returns. We are able to offer as much support as required in this area as we cover a full range of cases from small deceased estates to hybrid settlements created out of complex tax planning strategies. [more]