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Personal Clients


As a department based in Beaconsfield, Buckinghamshire we have over 60 years experience of dealing with the tax authorities and include qualified accountants and tax advisors as well as individuals with experience within HM Revenue & Customs.

Our Services

We offer cutting edge advice and assistance in the following areas:

  • Bringing your tax affairs up to date
  • Buy-to-let investors
  • Capital Gains Tax planning
  • Employee benefits and expenses
  • Employment Related Securities
  • Furnished holiday letting businesses
  • HM Revenue & Customs investigations
  • Income Tax planning
  • Inheritance Tax planning
  • Partnerships
  • Remuneration planning
  • Residence and Domicile issues
  • Sole traders
  • Tax Credit planning
  • Taxation of Directors
  • Trusts and Deceased Estates

As a department our aim is to offer a first class service, both in terms of accuracy and in speed of delivery. While completion of tax returns and calculation of tax liabilities is a necessary evil, we all far prefer to be involved in seeking to minimise clients’ tax liabilities.

Trusts

Despite the major change to the Inheritance Tax regime for trusts enacted in 2006, they remain valuable tools for use in estate and wealth protection planning.

We can advise on the most appropriate type of trust for your purposes, help set up trusts and provide a full range of tax and accounting services for trusts.

Where appropriate, we can act as trustees or executors.

Inheritance tax and estate planning

Inheritance Tax represents a serious threat to many estates.

Our Private Client department in Beaconsfield, Buckinghamshire specialises in all aspects of Inheritance Tax and Estate planning. We understand that everyone is different, with varied needs and wishes and diverse types of wealth. As a result no two estate plans will be the same.

We believe that planning must be specifically tailored to meet the wishes of our clients and can advise on ways of achieving those wishes in a highly tax efficient manner.

Residence and Domicile

The rules for determining residence, ordinary residence and domicile for tax purposes are extremely complicated. Getting it wrong can be very expensive in terms of tax.

Our Private Client department in Beaconsfield, Buckinghamshire specialise in all aspects of residence and domicile and the relevant tax implications. We can also advise on the effects of the various Double Tax Treaties on the tax treatment of UK and non UK income and gains.

With over 10 years of experience in this field, we can offer a service that is second to none.

Probate & Executorship

Few of us like to think about dying, but equally few of us could live with the thought that we have not made adequate provision for family and friends who survive us.