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Personal tax services

Are you concerned that you may be paying too much tax? Are you worried that you may not be getting the best advice on tax planning and the management of your family wealth? If so, we can help.

Advice that's tailored to your needs.

We support individuals with a range of tax services to help you manage your wealth. Many of our private clients are also business owners so we ensure that we take an integrated view of their needs when considering their tax position.

The services we offer to our personal clients include:

  • Preparing and submitting self-assessment returns
  • Advice on instalments and other payment dates
  • Advice about National Insurance Contributions (NICs)
  • Investing in buy-to-let and holiday let properties
  • Remuneration planning
  • Dealing with HM Revenue & Customs enquiries, investigations and disclosures
  • Income and Capital Gains Tax planning and mitigation
  • Succession or exit planning and your Inheritance Tax (IHT) position 
  • Understanding Stamp Duty Land Tax (SDLT), due when you buy a house
  • Services for trustees and executors

The next step

To find out how our tax accountants can help with your personal tax queries, please call Beverley Howells or Martin Johnson on 0191 567 8611 or email or

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