Give us a call on 01225 300 490

Personal Tax

If you are a high net worth individual, business owner, trustee or executor, you are required to submit a Self Assessment Tax Return each year to HMRC. If these returns are not submitted on time then you will receive a late penalty fine along with interest on any late payment of any tax due. We’ll provide high level advice on your tax affairs. Due to our approach you will receive a personalised and quality service to ensure you comply with the requirements.

The UK Tax return filing deadline is 31 January each year, but we have a self imposed deadline of Christmas each year to ensure Tax Returns are completed in good time.

What pricing plan do I need?

Self Assessment Personal Tax is included in:

All pricing plans
(From £95 pm)

View our pricing plans

Contact us

Personal Tax

Giving you the professional advice and support you need

With the tax regime becoming more complex with more focus being put on taxpayers’ individual responsibilities, everyone who is subject to taxation needs professional advice and support if they are to optimise their tax position and ensure they meet all the compliance requirements.

It’s our job to make sure you meet all your tax deadlines, while minimising your total tax liabilities and maximising your assets at both corporate and personal levels.

We will assist you with all basic tax compliance as well as providing tax planning and bespoke tax advice where required. 

We look to the future and ensure we put in place long term solutions to minimise your tax liability whilst maintaining the flexibility to meet your present and future needs.

Our aim is to create long term relationships based on integrity, communication and a consistent, personal approach. We will help you identifying tax efficient investments and planning to minimise Inheritance and Capital Gains Tax.

You will have the option to an annual meeting to review your overall tax and financial position, which will allow us to identify tax planning opportunities from any changes to the tax legislation and your circumstances since our previous meeting.

Our personal tax services include:

 

  • Self assessment personal tax
  • Income tax planning (inc remuneration planning)
  • Capital Gains tax planning
  • Tax Investigations
  • Inheritance tax and estate planning
  • Tax for owner managed businesses
  • Tax for Partnerships and LLPs
  • Private landlords
  • Non-resident landlord scheme
  • Trusts

"I was introduced to Gary Banwell several years ago by a mutual colleague. As a family, we had been with the same firm of accountants for many years with seemingly no problems excepting large tax bills!

On the basis of continuity and good relations, we never questioned their input. Returns were filed within appropriate timescales, technical queries were promptly dealt with and there seemed no reason to consider any change.

However, after a very informal chat with Gary, I soon became aware that some accountants could be pro active! Within a short time frame, we had our year end dates and our vat return dates standardised. The setups of our various companies were challenged by Gary resulting in a much more streamlined portfolio.

We had been through a process of IHT planning some 10 years ago – this was now totally out of date.

3 years down the road, we have new premises, up to date procedures, tax affairs and IHT much more in perspective and an accountant that charges us a very similar fee to his predecessors.

Above all, Gary genuinely gives the impression that he is interested and that he cares !!

Sadly, we still have to pay tax"

Nigel Deane

Vencida Group Ltd

Enquire about Personal Tax services

Included in all pricing plans

Get in touch and let us know how we can help you and we will contact you by the next working day about making the next step.

Not sure on pricing plans?

No problem. If you're unsure, or you're only looking for an individual service, give us a call on 01225 300 490 and we can discuss your requirements.

Which pricing plan are you interested in?

Starter Consolidate Growth Custom Not sure