Personal
On a personal level, we can prepare your self-assessment tax return for you and ensure that all the reliefs and allowances you are eligible for are applied. We would need to see proof of Income, whether employed or self-employed or receiving pensions, and copies of your investment, property and pension portfolios.
We also have a lot of experience in supporting you by looking to the future and the protection of your wealth by efficient capital gains tax, stamp duty and inheritance tax planning.
We can organise a personal visit in the comfort of your own office or home both initially and then annually with the laptop or process everything over email.
