Tax Compliance & Health Checks
Whether on a one off basis or for ongoing compliance purposes, we can prepare your self assessment tax return, and we can help you register for self assessment. We can also prepare your tax repayment claims and your UK residential property returns.
Helping you navigate the intracacies of personal tax
From 6 April 2020, all disposals of UK property and land need to be reported and the tax paid within 30 days, whether the asset is held directly or indirectly. We can help with you report, as well as calculating the gain and tax payable. For more information, please contact our tax experts.
If you are faced with this scenario, we’re here to guide you, and can advise on any proposed action.
Securing your future with efficient tax planning
The tax regime is in a state of flux, subject to an unprecedented number of policy and practical reviews by outside bodies and interest groups. The current tax rules are in many respects highly benign. We do not recommend that you make gifts to family members or trust in their favour simply to save tax.
However, we do recommend that you consider pragmatic and practical tax saving opportunities if these make sense in your family context.
Wealth planning health checks
As a first step why not discuss your long-term objectives and complete a wealth planning health check with us? The health check is an opportunity to consider your requirements and needs. We will review your income and capital requirements based on actual and forecasted income.
We will advise on the equalisation of income and capital between couples, as well as making provision for future costs such as care. If you are thinking of passing on assets or looking at the consequences of selling your business, we can provide advice.
Retirement planning goes hand in hand with succession and exit planning, and we can also look ahead at ensuring you have sufficient income and capital to meet your future needs.
For more information from our tax experts, please contact us.
Our team are here to support you every step of the way
Meet our expert team
Our clients value our technical excellence, in-depth knowledge and yet friendly and down-to-earth approach. We have a strong team ethos and value the contribution of every member of our staff to the client service we strive to deliver.
James Taylor
Tax & Trusts Director
Amanda Dobson
Tax & Trusts Administrator
Anna Burnside
Senior Partner
Joanna Ensor
Partner
Caroline Belam
Partner
Alison Craggs
Partner
Case Study
Smoothing the way to resolution
Our elderly client was grieving the sudden loss of her husband, while trying to administer his estate. When concerns were raised about the validity of a Will, we found a resolution and protected our client’s interests
Source | 2023
“One of my late husband’s adult children from an earlier marriage has lodged a caveat against his estate which is now preventing me from obtaining the grant of probate and dealing with the administration of the estate as I need to. They have also raised concerns about the validity of the will and threatened a claim against the estate under the Inheritance Act – though so far have done nothing further and have not actually brought a claim. I need help to move forward.”