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Personal Services

Estate planning

When you have spent a whole lifetime building up your personal wealth, you want to think that upon your death your estate will pass into the hands of your chosen beneficiaries and not into the hands of the Taxman.

Personal tax planning

We offer a specialist personal tax planning service tailored to your individual needs that includes advice on minimising tax liability for all personal taxes.

Retirement strategies

These days, with increasing life expectancy and advances in healthcare it is not uncommon for people to live for twenty to thirty years after they retire. This can be more than half the time they spent working!

Self assessment

Self assessment can be a time consuming and often confusing business for busy individuals. And judging by the hundreds of thousands of taxpayers who are penalised by HMRC each year it can also be very costly if deadlines are missed.

Trusts and executorships

Trusts are extremely useful instruments for tax planning purposes. They are particularly useful for holding shares in private companies as part of a family financial or tax plan - especially if you want to reduce inheritance tax liability in your estate.