Personal Tax

Personal tax is a very personal issue. And we know that talking about your financial position with a stranger can be difficult. But we also know that doing so can save you tax and help you to avoid making mistakes that could cost you a lot.

That’s why when it comes to giving your personal tax affairs we do exactly that: We give you personal and tailored advice.

We take the time to get to know you and understand your goals. Then we provide clarity and give you the best advice dealing with your personal tax, capital gains and inheritance tax. And we’ll be there to liaise with our network of financial planning experts on your behalf.

So let us deal with your personal tax. Get in touch here or give us a call on 020 8238 8730 to have a chat about the many different ways we can help.


Personal Tax Returns

Our aim is simple. We want to remove the burden of your tax compliance. We’ll make sure that your tax returns are completed correctly and on time so you don’t have to worry.

Personal Tax Planning

We give you an annual tax planning review to make sure that you’re in the best possible position. When we do this, we will often work closely with our financial services team and take a our holistic approach to your needs, whatever they are.

Capital Gains Tax Planning

Capital Gains Tax is the tax on the profit when you sell (or ‘dispose of’) something that’s increased in value. You pay the tax on the gain – or profit – that you have made.

It’s so much more than just using your annual exemptions and allowances! That’s why we take the time to really understand your affairs so we can make sure you’re organised in the very best way to make the most of the available reliefs so you pay the least amount of tax.

If you’d like to have a chat about your Capital Gains Planning just get in touch here

Financial Services

We believe in a holistic approach to financial services. That’s why we look at three key things things before we start:

  • We discuss and understand you personal and business needs
  • We learn about your personal and business objectives
  • We address each specific concern

We work with financial services teams who take the same approach and who share our values. We also make sure they can work closely with our tax experts so that you have the best of both worlds: the best financial advice and the most efficient tax planning.

Want to learn more about our holistic approach to financial services? Give us a call on 020 8238 8730 or drop us an email here

Inheritance Tax (IHT) Planning

Many more people have been stung by inheritance tax (IHT) in recent years after steep rises in house prices and an increase in buy-to-let entrepreneurs in the housing market.

Each individual has a tax-free allowance of £325,000, known as the nil-rate band. IHT only applies to the value of the estate above this at a rate of 40 per cent on death.

We can give you the advice you need to plan successfully for IHT and to make sure you take the right steps to minimise any liability you might have.

To find out more about IHT planning send us an email or give us a call on 020 8238 8730


We work with our financial services partners to make sure that they fully understand your investment criteria before offering advice.

Life Balance

We think that your personal objectives in life are just as important (if not more so!) than your business objectives. That’s why we have developed a series of processes in conjunction with Mindshop that can help you look at the whole picture.

To learn more about how we can help you look at your personal and business goals ‘in the round’ just get in touch here

Mortgages and Insurance

Our financial services partners include a mortgage specialist who can make sure you have the right products for the right length of time.


Our financial services partners can advise you as to which is the best pension for you. They can review your current policies, rationalise your affairs, and make sure that your pension plans match your long term personal objectives.

Retirement Services

We appreciate that even when you’re no longer working that you may still have concerns over your income. You may be looking for advice on your pensions, your savings or your investments. And, of course, there are still issues about tax you may need to consider.. We work closely with our financial services team to fully understand and cater for your needs. Just get in touch to see how we can help you.