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Tax planning and advice for individuals

Take a fresh look at your finances. If you’ve never thought of your personal funds as a pie chart, now’s your chance. We’re here to help you get the tax slice right, so you and your family can enjoy your wealth with peace of mind.

UK personal tax compliance

We see the Tax Return as a window into our client’s life and the best way for us to get to know each other very well. We aim to see that the right amount is paid at the right time on the basis of full, accurate and timely disclosure. 

We assume a role somewhere between trusted adviser and knowledgeable friend – a role vital in ensuring clients are able to keep and enjoy more of what they earn and bequeath it to the next generation.

UK personal tax planning

UK tax is constantly changing and you will have events that require tax planning (e.g. a possible investment into a business or sale of an asset) while also having ideas of how you would like to use your wealth to benefit you and your family (e.g. via gifts or the creation of trusts).

We aim to ensure that you make the most of the tax legislation, while being cautious and reasonable in our approach to tax planning.

Do you have your UK tax rates guide for 2021/22 yet?

It can be difficult to stay on top of the key tax rates and allowances amid day-to-day living, but there are some important dates that you may need to be aware of. Click here to download our guide for the latest tax rates and allowances and a timeline of upcoming deadlines.

Non-Doms and Non-UK Residents

Foreign domiciled UK residents have access to some very beneficial tax rules but those benefits come with complexity, which is ever increasing. We help those who are yet to come to the UK, are already here or those who have left to ensure that they make the most of the available rules.

For anyone outside the UK who owns UK real estate (including non-UK companies), we help them with their ongoing tax compliance and any related tax planning.

US tax

If you’re a US citizen living in the UK or you’re planning to move here, there will be a number of important life stages that you will need to plan for. Our dual-qualified US and UK tax experts have an intricate understanding of both systems. Tell us your story and together we’ll assess your liabilities and tackle any issues before they become an issue. 

Speak to an expert
Speak to an expert

For professional tax advice tailored to your unique circumstances, please fill out the form below and one of our specialists will be in touch to discuss how we can work together.

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