Individuals
We can help you take charge of every element of your personal tax. We cut the jargon and walk you through every step of the process so that you fully understand your tax position.
Self-Assessment Tax Returns
We’ll (gently) remind you to gather the relevant information for your annual return, calculate your tax liability and ensure your return is submitted on time. We can act as your agent dealing directly with HMRC on your behalf – we’ll listen to thirty minutes of that lovely HMRC hold music, so you don’t have to.
Capital Gains Tax Planning and Advice
If you’re involved in the disposal or sale of personal or business assets (including shares or property), you’ll be coming up against a capital gains tax liability. We can help you minimise your Capital Gains Tax liabilities through effective planning (the more we know in advance, the more we can help). We can also assist with filing the appropriate returns with HMRC (we just can't get enough of that hold music).
“I actually enjoy my meetings with our accountants – which is something I thought I’d never hear anyone say!”
Susie at Zed Creative
Never an easy topic, but an essential one. We’ll review your financial affairs and assets and discuss what you’d like to do. We can talk about reducing inheritance tax, explore available exemptions and consider your pension provision. In short, we can help you find your way. In complex cases, we may refer you to one of our specialists who can more fully understand the details of your situation.
Estate Planning
Making Tax Digital (MTD) Compliance
MTD is the government’s initiative to implement a digital tax system in the UK. We will help you to meet the requirements, recommend the best software for your business, support you with the transition and assist with bookkeeping.
Get in touch here.
If we sound like your cup of tea, please do get in touch. We work all the normal hours you’d expect (don’t try us Sunday morning, we won’t be at our desks) so just fire up an email and let’s kick things off.
Businesses
We work with businesses of all shapes and sizes. No venture too small, no overdraft too big.
Something different
If we don’t know something, we have a fantastic network of specialist preferred partners who we can bring on board to help.