Private Individuals

Tax planning, asset protection and the minimisation of liabilities are all central to creating financial security that protects and benefits existing and future generations. Private clients receive the attention and support of highly qualified tax advisers to help develop and achieve a tax efficient portfolio. Advice is always clear, informative and conscientious.

Our Private Client team is spread equally across all of our regional offices, offering a full range of services. Income tax planning, capital tax planning and self-assessments are generic services required by most clients, but our policy of working closely with each client means tax planning is by no means standardised or commoditised.

Whether you are an employee, a sole trader, a director or retired, our tax specialists are trained to guide you through legislation using plain English to make you aware of relevant opportunities and keep you abreast of changes in rules that might affect your tax bill.



Services offered include:

  • Capital tax planning
  • Executorship
  • Financial review
  • Inheritance Tax Planning
  • Personal Financial Planning
  • Personal tax planning
  • Powers of attorney
  • Self assessment
  • Trusts and estate planning

Sole Trader Services include:

  • Accountancy
  • Auto Enrolment
  • Business Tax
  • Incorporation Advice
  • Management Accounts
  • Payroll Bureau
  • Tax Investigation Service
  • VAT

Get in touch

For further details of our advisory services and to chat about your own requirements, please call the team on 01454 415645, or get in touch with one of our specialists directly.