We advise beneficiaries of trusts, company directors, employees, landlords, partners and sole traders how best to arrange their affairs, with a specific focus on tax avoidance.

Compliance

We arrange the preparation, completion and submission of our clients' Self Assessment Tax Returns, including all relevant supplementary pages, and calculate their liabilities to tax and National Insurance. We keep our clients advised of all liabilities as and when they arise and in good time to ensure that these are all settled on time. We prepare any necessary elections and claims on our clients' behalf and deal with all of their tax-related enquiries and correspondence.

For those individuals dealt with outside the scope of Self Assessment, we also prepare claims for repayment and tax credits.

Planning

As well as arranging and maintaining individual clients' general tax affairs, we are constantly monitoring their liabilities with a view to providing tax-efficient solutions which will reduce their overall liabilities. We consider all areas such as capital gains tax, income tax, inheritance tax and National Insurance. We believe that an ongoing and overall review should be undertaken at all times to ensure that any areas where savings can be made are not overlooked.

We are continuously reviewing our clients' affairs at all points throughout the tax calendar, looking at all options and avenues available to make savings in terms of tax and National Insurance.