Personal Tax Planning

When it comes to tax, knowing how best to manage your finances can be a complex task. It’s important that you get it right, not only because of the financial benefits, but because getting it wrong can have serious consequences for you. Based at our offices in Surrey, our personal tax planning department often deals with the most complicated of tax issues.

We will work closely with you to identify your annual wealth profile in detail, outlining all of your income and capital tax liabilities.

Our highly experienced tax planning team will ensure you understand your position with regards to tax risk and exposure, and we will prepare regular, clear, detailed tax planning reports for you. We will always give you honest advice about better ways to make savings!

Our personal tax planning services include:

  • Wealth profile reviews
  • Annual wealth and income planning reviews
  • Preparation of tax planning reports
  • Updates on available tax saving products and investments
  • Identifying opportunities to use trusts

Plus advice on:

  • Tailor-made tax planning products
  • How to deal with HMRC, including what you need to disclose
  • All capital taxes and related tax planning opportunities, including Capital Gains Tax, Inheritance Tax and Stamp Duties
  • How to maximise on annual allowances and reliefs
  • Family wealth spreading.

Our tax planning experts will provide you with regular updates about available tax saving as and when any changes in tax legislation happen, so that you can always make smart financial decisions.