Individuals

Landlords, sole traders, self assessment, personal tax...

Landlords

Buy-to-let property tax is an area we excel in. With tightening and ever changing buy to let tax rules, landlords and property investors are coming under increased pressure to review their portfolios. Our experienced buy to let tax team can help you stay compliant with your tax requirements, whilst providing advice to ensure that you are acting tax efficiently.

Sole-trader and Partnership accounts

Whether you’re a sole trader or in a partnership, we understand that your financial needs are unique. That’s why we offer a range of accounting services that are tailored around your specific requirements.

Self Assessment

We have the expertise and software to take the headache out of the form filling and compliance aspect of Self Assessment. We can provide you with practical advice on personal tax and the tax planning opportunities available to you including:

  • income tax
  • capital gains tax
  • inheritance tax

Over recent years HMRC have increased the penalties for failing to file a return on time and for errors. We can complete tax returns, calculate any tax liability and advise you on exactly when to make payments and how much to pay.

Personal tax planning

Everyone who is subject to taxation needs professional advice and support if they are to optimise their tax position and ensure they meet the compliance requirements. Our specialist tax team can provide you with year-round advice on all aspects of personal taxation.

HMRC Investigations and Enquiries

If you are the subject of an investigation, we can provide expert help and support.

Investments and Pensions

In today’s complicated and strictly regulated financial services market, providing independent financial advice requires specialist knowledge. We make use of our wide range of professional contacts to ensure you have a suitable independent adviser and we work with them to provide you with impartial advice in areas such as:

  • Pension schemes
  • Life assurance
  • Critical illness cover
  • Private medical insurance and care plans
  • Individual savings accounts and
  • Investments.

Require more information?

If you would like more information or would like to speak to us direct then call us on 01926 257 610. Or if you would prefer, ask us a question online.