Tax planning, asset protection and the minimisation of liabilities are all central to creating financial security that protects and benefits existing and future generations. Private clients receive the attention and support of highly qualified tax advisers to help develop and achieve a tax efficient portfolio. Advice is always clear, informative and conscientious.

Our Private Client team is spread across all of our offices, offering a full range of services. Income tax planning, capital tax planning and self-assessments are generic services required by most clients, but our policy of working closely with each client means tax planning is by no means standardised or commoditised.

Whether you are an employee, a sole trader, a director or retired, our tax specialists are trained to guide you through legislation using plain English to make you aware of relevant opportunities and keep you abreast of changes in rules that might affect your tax bill.

Alison Tideswell

Small business & tax manager

01749 342255

Get in touch today

Services we provide for Individuals

Personal Tax & Self-Assessment

Not everyone needs to prepare a tax return. Income Tax is generally taken from your wages or pension income before it reaches you, but

Trusts, Estates, Wills & Probate

In addition to calculating capital gains and inheritance taxes, you will probably benefit from professional advice to take advantage of available reliefs and allowances.

Find out how we can help

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Useful information for Individuals

Individuals

The letters in an employee’s tax code signify their entitlement (or not) to the annual tax free personal allowance. The tax codes are updated annually, or when an employee’s circumstances change, and help employers work out how much tax to deduct

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Individuals

The Capital Gains Tax (CGT) reporting and payment date for UK residents that sell a residential property changed from 6 April 2020. This change means that any CGT due on the sale of a residential property needs to be reported and a payment on account

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