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| Self assessment ("SA") and personal tax planning |
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| We submit the SA return and offer advice on how to minimise your liability. We save you time, worry and in many cases, the fine which ensues because of late submission. We act as your agent, dealing directly with HMCE on your behalf, and act for you in the event you are selected for a self assessment enquiry. |
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| Estate planning |
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| We make sure you make full use of available exemptions and lower tax rates on lifetime transfers and advise on how to cover yourself for any potential tax liabilities. |
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| Retirement strategies |
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| We offer advice and guidance on when and how to make the transition to retirement, on how to choose the most appropriate pension plan and the best investment mix available. |
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| Trusts & Executorships |
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| Trusts can be a helpful way to minimise tax. We can help you choose the right kind of trust, can set it up for you and provide the necessary accounting service for it. |
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