Personal tax, retirement and estate planning
Help with your own tax affairs, from rental income and capital gains to planning for retirement and passing on your wealth.
Personal tax
We prepare Self Assessment returns for individuals with rental income, foreign income, investments or high earnings, and make sure you claim the allowances and reliefs you are entitled to.
- Rental income and allowable property expenses
- Capital Gains Tax when you sell property, shares or a business
- High Income Child Benefit Charge
- Foreign income and residence questions
Retirement planning
Pension contributions are one of the most tax-efficient ways to save, especially for company directors. We look at how much you can contribute, whether to pay personally or through your company, and how to draw income tax-efficiently when you retire. For investment advice we work alongside your regulated financial adviser.
Estate and inheritance tax planning
Inheritance Tax is charged at 40% on estates above the available nil-rate bands. With planning, many families reduce or avoid it. We explain the allowances, the effect of gifts, and the reliefs available for business assets, and work with your solicitor on wills and trusts.
Switching is easier than you think
Free consultation
30 minutes in our office, by phone or video. No obligation.
Fixed quote
A clear monthly price in writing within one working day.
We handle the switch
We contact your old accountant and HMRC for you.
Ongoing support
Deadline reminders, regular check-ins and the same people every time.
Common questions
Do I need to file a tax return if I rent out a property?
Usually, yes, if your rental income is above £1,000 a year. We work out your taxable profit after allowable costs.
Can you give investment advice?
No. We advise on tax, and for investment or pension product advice we work with your FCA-regulated financial adviser.
Ready to talk?
Book a free 30-minute consultation in our Green Lanes office, by phone or on video. In English or Turkish.