Personal & Inheritance Tax

The service we can offer ranges from the calculation of tax liabilities and preparation of returns to advice on capital gains, non-domiciliary and inheritance tax.

Tax returns can be confusing and for many, their personal finances are inextricably linked to their business affairs making self assessment even more complex.

HMRC issues automatic penalties for submitting returns late and for errors made by the taxpayer.

As tax specialists we can save you time, worry and money by handling your self assessment for you.

We will:

  • Advise on minimising tax liabilities for all personal taxes, including:
    • Income tax
    • Capital gains tax (CGT)
    • Inheritance tax (IHT)
    • Non-domiciliary taxes
  • Completion and filing of relevant returns
  • Advice on what payments are due and when
  • Advice on trusts and estates
  • Act as your agent, dealing directly with the Inland Revenue
  • Act for you at any meetings should you be selected for an assessment enquiry

Require more information?

If you would like more information or would like to speak to us direct then call us on 01823 353598. Or if you would prefer, ask us a question online.

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Taunton

Taunton office: 2 Chartfield House, Castle Street, Taunton, Somerset TA1 4AS Phone: 01823 353598

Bournemouth

Bournemouth office: Foundry Poole, 1st and 2nd Floors, Brownsea House, 10 Dolphin Centre, Poole BH15 1SR Phone: 01202 417223

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