Personal services

We are able to offer a range of services which encompasses the whole life cycle of taxation planning.

As each client is unique we aim to provide a service which is specific to their needs.

Tax legislation is forever changing and becoming more complex, therefore is it essential that we maintain close contact with clients to ensure the best possible advice is given.

Experience shows that we build long lasting relationships with clients and in many cases are advising several generations. This puts us in an advantageous position when advising on whole family taxation issues. Up to the minute advice on contentious issues is available through the firms membership of Taxsure and we are able to offer specialist advice through our connection with PricewaterhouseCoopers referral service.

Estate planning

When you have spent a whole lifetime building up your personal wealth, you want to think that upon your death your estate will pass into the hands of your chosen beneficiaries and not into the hands of the Taxman.

Personal tax planning

With the tax regime becoming more complex and more emphasis being put on taxpayers' individual responsibilities.

Retirement strategies

These days, with increasing life expectancy and advances in healthcare it is not uncommon for people to live for twenty to thirty years after they retire.

Self assessment

Self assessment can be a time consuming and often confusing business for busy individuals.

Trusts and executorships

Trusts are extremely useful instruments for tax planning purposes.