Individuals & families
Self Assessment, capital gains and inheritance tax planning.
Want clear advice on your own tax?
Personal, plain-English help for you and your family.
From a single tax return to passing wealth to the next generation, we give clear, personal advice on your own tax affairs and those of your family.
What we look after
The work that matters most for individuals & families.
- Self Assessment tax returns
- Capital gains on investments and property
- Inheritance tax and gifts
- Planning for retirement and family
Services that help
Choose a service to see what is included.
Other clients we help
All sectors- Owner-managed businessesAccounts, tax and advice for owner-run companies.
- Landlords & propertyRental accounts, property tax and portfolio planning.
- Start-ups & sole tradersThe right structure from day one, and simple, reliable compliance.
- Flat management companiesService charge and company accounts for over 200 residential portfolios.
- Medical professionalsDoctors, dentists and opticians, including medical tax investigations.
- SolicitorsSRA accountant’s reports and accounts for smaller law firms.
- CharitiesAudit, independent examination and accounts that satisfy trustees and regulators.
- Construction & tradesCIS, VAT and accounts for builders, contractors and tradespeople.
- Retail & hospitalityPayroll, VAT and accounts for shops, cafés and restaurants.
- Contractors & consultantsCompany accounts, tax and IR35 questions for independent professionals.
- Online & e-commerceBookkeeping, VAT and accounts for businesses that sell online.
Talk to us about your affairs.
From a single return to planning for the next generation.