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Services for Individuals

We provide all the accountancy and tax advice services you have come to expect from an established accountancy firm, including Debt management, Property, Trusts and Executorships.

  1. Services

Self-Assessment

Are you a self-employed freelancer, small business or start-up searching for an accountant? Whether you are a seasoned professional, or dipping your toes into the world of self-employment for the very first time, we specialise in helping people like you.

Our team will help answer your questions, and with our cloud accounting software tools, support you so you can keep on top of your income & expenses with ease for when tax time comes around!

Do you know what expenses you can claim? Request your copy of our ‘sole trader’ checklist - it could save you £££'s the minute you press 'send'.

Got a tax question? Let's have a chat

HMRC Tax Enquiry

If you receive a letter from HMRC who want to look into your tax affairs, the first thing to do is not panic. They might just be asking for you to clarify something and would like you to send them the relevant documents. A good example of this could be you have inherited a large sum of money and they are asking where the funds have come from.

Whatever the enquiry maybe, we can support you during the whole process and manage any communication with them.

Costs to defend yourself could be high, therefore we would recommend you protect against any unexpected outlay, by taking out Tax Fee Protection Insurance cover.

Got a tax question? Let's have a chat

Inheritance Tax

Inheritance tax (IHT) is a tax on the estate (ie: cash in the bank, investments, property or business, life insurance policies) of someone who has passed away. How much you pay will be based on the value of the estate minus any debts and liabilities. Normally, there is nothing to pay if the value is below £325,000, but anything above this, and you could be liable for 40% tax (or 36% if you leave at least 10% of the net value to a charity in your will) .

If you plan to pass on any assets or money after you die there are a number of ways you can avoid or reduce your Inheritance Tax. You can also give away a certain amount during your lifetime, tax-free, and without it counting towards your estate.

If you have a tax question ask about IHT, please get in touch. Talk us through your family circumstances and financial arrangements so that we can build a picture of your requirements and then advise you as to the most appropriate route forward.

Got a tax question? Let's have a chat

Retirement Planning

There are numerous ways in which you can save for your retirement: ISAs, annuities or property etc. The most popular of these is with a pension (either a workplace or personal pension).

With careful planning we will not only make sure you can enjoy your retirement, but protect your wealth for future generations to enjoy.

There are a huge range of options we can sit down and discuss, and there’s no time like the present to start making those plans now. You can always re-assess them as your needs change in the coming years.

Got a tax question? Let's have a chat

Personal Tax Planning

We will help you think about your personal tax so you stay on top of your figures.

We will also throw in a dash of tax planning advice too!

We just want to make sure you don’t pay more tax than you need to.

Got a tax question? Let's have a chat

Our Process

It’s really important for us to understand what matters to you, the needs of your business or your family’s future.

Good to talk

We can call you for a 30 minute chat on the phone or skype.

Meeting

We can meet with you to understand your tax issues.

Assistance

Once we identify what assistance you require, we can send you a proposal.

Review

Please evaluate our proposal, and let's meet up again.

Good to go!

If you feel ready to go ahead, we will take care of the rest.

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