Services: Tax Solutions

A lot of tax advice comes from knowing the system, so we don't just sit back and wait for you to come to us. We will actively advise you.

Our all-round service extends from tax return compliance to wealth management; from setting up a trust fund for your children, to the tax implications of emigration.

We'll tailor our service to your needs, from preparing returns to a comprehensive review of your tax situation and liabilities. If it suits you, we will make full use of IT for convenience and savings.

Basic compliance: when preparing your tax return, we'll see that your records are up to date and that liabilities are kept as low as possible.

Personal compliance: suitable for clients who have investments, live overseas, have made capital gains, let properties or are self-employed, this service offers basic compliance with a highly cost effective tax management element.

Wealth management: wealthy clients with more complex affairs will find enormous benefits from a tax management service that offers:

• a yearly financial review detailing net spendable income after considering incomings, outgoings and tax
• a yearly personal balance sheet that gives a clear picture of your wealth
• advice on tax efficient products - retirement, moving overseas etc
• summary of IHT position
• optional review of will