Our personal finance services

Personal tax planning

Benefiting from our personal tax advisory services

We offer a specialist personal tax planning service tailored to your individual needs that includes:

Advice on minimising tax liability for all personal taxes, including

Income tax
Capital gains tax (CGT)

Completion and filing of relevant returns
Advice on what payments are due and when
Advice on trusts and estates

Sparing you the headaches

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 penalized by the Inland Revenue each year it can also be very costly if:

Deadlines are missed
Incorrect returns are delivered
Appropriate records are not retained or presented

We aim to spare you all these headaches and free up your valuable time by offering a comprehensive Individual Self Assessment service, including:

Liaising with your bank, building society, stockbrokers etc to gather the relevant data for your annual returns
Calculating your tax liability
Completing and filing your tax return on your behalf
Advising you when various payments are due and how much to pay
Advising on appropriate record retention
Introducing you to any relevant tax saving ideas
Representing you in the event of your being selected for investigation by the Inland Revenue

Call 0844 504 3771 or Mobile 07763 164 541 today to discuss how we can spare you the headache of Self assessment.

Sub Contractors & Building Industry

The construction industry is one of the most volatile sectors in the UK economy, and careful planning and advice are needed to maintain efficiency and competitiveness. We have years of experience within this sector, and can offer advice to sub contractors, main contractors and building and engineering contractors also.

We are completely familiar with the Inland Revenue Sub Contractor Schemes, and offer a specialised service for sub contractors seeking repayment claim with Tax Return Forms each year.

Additionally, we offer a complete service to main contractors with regards to the completion of periodic and annual Returns required by the authorities. Our fees are highly competitive with regards to work carried out within this specialist area and are always dealt with on an agreed fee basis, so all of our clients remain completely satisfied.