Private client

Are you:

  • Trying to complete a Tax Return or Tax Repayment claim?
  • Worried about inheritance tax?
  • Thinking of buying or selling a property?
  • A high net worth individual?

Services include:

  • Self-assessment Tax Return preparation: Whether your tax affairs are relatively simple as an employee or more complex with investment or property portfolios, I can provide practical help and advice, prepare Tax Returns and correspond with HMRC.
  • Capital gains tax: If you are considering selling a property, shares or another capital asset I can advise on the likely capital gains tax consequences for you and on any reliefs that might be available to reduce your tax liability.
  • Inheritance tax: If you are concerned about whether you might have an inheritance tax liability then ask me for a review.  I can advise your likely liability, the reliefs that may be available, and possible actions you could take to protect your assets.
  • Property:  I can provide advice on all aspects of property taxes: Stamp Duty Land Tax, capital gains tax and income tax.
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