he personal taxation services provided by our taxation department range from the completion of self assessment tax returns to complex inheritance and capital gains tax planning.

Using modern technology, the taxation department can prepare self assessment tax returns speedily giving clients as much notice as possible of taxation liabilities. Although we can often achieve miracles when preparing a tax return, doing so without any information from the client is beyond even our capabilities. This service depends on co-operation from the clients. We do not merely prepare the return but also keep clients appraised of impending liabilities and filing dates so that there are no unpleasant surprises.

As part of out standard procedures we carry out checks designed to minimise the risk of errors and omissions on tax

returns, an example being checking dividend vouchers submitted with company records to ensure that no dividend vouchers have been lost and hence income potentially under declared. This premium level of care is something we are proud of and greatly appreciated by clients.

Personal Tax services extend beyond compliance and the annual calculation of income tax and capital gains tax liabilities to tax planning advice of all kinds. This can relate to matters as diverse as annual advice on capital gains tax, estate equalisation for inheritance tax mitigation, the creation of trusts and capital allowances for businesses. The advice is focused on minimising tax liabilities.

We also pride ourselves on our efficient dealings with HM Revenue & Customs, whether this be the result of an investigation into a client’s tax return

or putting right a mistake made by HM Revenue & Customs. As the HM Revenue & Customs become more aggressive in their approach to investigations with increased penalty rates, we have the necessary experience and expertise to protect the interest of our clients and challenge the Revenue if appropriate.

Other Taxation

These Personal Taxation Services also extend to Partnerships, Trusts and Estates.

Many clients appreciate a ‘Wealth Check’ which reviews their finances and ascertains whether any financial or tax planning is required.

For Corporate Taxation Services including VAT see Taxation - Corporate