Private individuals receive the attention and support of highly qualified tax advisers to help develop and achieve a tax-efficient portfolio.

Our advice is always clear, informative and conscientious. We assist you with tax planning, protection of your assets and minimising liabilities. Therefore we can help you create financial security to protect and benefit existing and future generations.

Most of our private clients require Income tax planning, capital tax planning and self-assessments. Most importantly, we work closely with you because tax planning is by no means standardised. Our personalised service gives individuals precisely the advice, planning and protection you need.

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

Our Private Client team is spread across all of our offices, offering a full range of services. Alison is our first port-of-call and she will be able to place you with an advisor most suited to your needs.

Find out how we helped a couple with their personal tax…

Being in a relationship often means combining finances and property. Our long-standing clients both owned properties and then began cohabiting and renting out the other house. Further down the line, the properties were sold and the finances consolidated meaning capital gains tax … read more

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Alison Tideswell

Small business & tax manager

01749 342255

Get in touch today

Services we provide for Individuals

Personal Tax & Self Assessment

If you are self-employed or have earnings or profits from selling shares or property then you need to submit a self assessment tax return.

Trusts, Estates, Wills & Probate

Getting professional advice to help you navigate post-death tax planning will make this difficult and emotional task much easier. In addition to calculating capital

Find out how we can help

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Useful information for Individuals

Individuals

Young persons who turned 18 on or after 1 September 2020 may have cash waiting in a dormant Child Trust Fund (CTF) account. This

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Individuals

Your tax code is used by your employer or pension provider to work out how much Income Tax to take from your pay or

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