• Income Tax
• Capital Gains
• Inheritance
• Trusts
• National Insurance
• VAT
  

There’s no denying that taxation can be a complex and often difficult area; rules and regulations change frequently, so it demands proper and experienced attention. Without this the consequences can be serious. 

Whether private individual or business, our Taxation Services Department is ready to lift the burden and help you optimise your tax position.

It may be that you are just getting to grips with your personal tax position and are simply struggling to fill in your tax forms, in which case we can give general taxation advice. Maybe you need more in-depth guidance in a potentially difficult area such as setting up a trust, coping with inheritance issues or funding residential care for the elderly. Or perhaps you are an employer, anxious about the potentially complex financial implications of employment law issues.

Whatever the problem, how we help is a feature that sets us apart from many advisors. We take pride in being accessible and giving personal service. We like to get to know our tax clients well and to build a full understanding of their personal or business circumstances. We encourage the regular dialogue and reviews with our clients that mean we are always able to put your needs first and to tailor plans precisely to fit you and your particular opportunity for tax advantages. And if required we are able to provide you with an integrated tax, investment and legal service, ensuring peace-of-mind that your overall position is always optimised.

As an enhancement of our integrated service we are also able to take care comprehensively of general financial and taxation affairs for clients or their relatives who, due to age, illness or simply disinclination require a service to look after their personal financial and related affairs from paying bills to preparing and filing tax returns. This service may be provided using Lasting Powers of Attorney or otherwise, as appropriate to the particular circumstances.

Whichever service combination suits your needs you are assured of an altogether more convenient, sensitive and effective way of handling your tax and general affairs.

David Bates is the head of our Taxation Services Department. He is a qualified member of The Association of Taxation Technicians (ATT).

Call David Bates on 01643 700456 about tax matters or John Mullis on 01643 700457 about general affairs, for an initial chat or click here to email.

You may find this link to the Inland Revenue useful.