Personal Taxation

Private Clients

Our tax team prepares all types of personal and Trust UK self-assessment tax returns, from the basic to the complex, and guides clients through the process. Our services include:

• Preparation of self-assessment and rental accounts and advice on associated tax allowances and reliefs

• Preparation of summaries of foreign income and gains and lodging appropriate double taxation claims with HMRC or foreign jurisdiction

• Advising tax liabilities and keeping clients up to date with payment dates

• Taking care of any issues following the submission of a Return, including any HMRC enquiries and investigations (see Tax Investigations Protection page)

• Advising on using tax relief and allowances in the most efficient manner

• Advising on tax disclosure issues and obligations to HMRC from the use of tax mitigation schemes

• Advising on changes in the tax regime

For trusts and estates we prepare high-quality and clear accounts and guide family or non-professional trustees through the self-assessment legislation.