SELF ASSESSMENT
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
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) Inheritance tax (IHT) Non-domiciliary taxes
- Completion and filing of relevant returns
- Advice on what payments are due and when
- Advice on trusts and estates
We can offer you personal tax planning advice from one of our Tax Partners. He or she will help you optimise your tax position and ensure you meet all the compliance requirements. Clients who benefit from this service attest to the value of an independent adviser who can look at their situation within the larger picture.
Your personal Tax Adviser will also be available to advise on issues such as:
- How best to handle benefits such as company cars and accommodation
- Whether directors should be paid by salary or dividend
- How to minimize CGT liability on disposal of assets
- How to optimise your tax position when living or working abroad
Call 0208 623 1782 today to discuss how we can help you manage your personal finances more effectively.