Private Client

Our service is personal and individual - the better we know you, the better the advice and solutions we can provide.

Capital Gains

We know planning is key to reducing your capital gains tax liability. We will plan for and utilise all the available reliefs to help maximise your returns.

Exit and shareholder planning

We can advise on your options to balance your personal and company needs, to reduce your tax liability and remain compliant; and we can plan a tax efficient business exit.

Pension and investment tax

Deciding where to invest is not always straightforward, so having access to trusted expert advice is invaluable. We can advise you on how to identify the most tax-efficient options for savings and investments, to help you ensure your money is in an environment where it will maximise its earnings potential.

Personal tax self-assessment and tax planning

There’s no need to panic when Self Assessment is due. We can calculate, complete and file your tax return, and help you be better prepared for future tax obligations.

Wealth management

As your personal tax advisers, we want to make sure your wealth fulfils its potential. Our expert knowledge of the latest legislation and strategies will help you make informed tax-efficient decisions to optimise your earnings and personal wealth.

Inheritance tax

We can help maximise your families’ inheritance, by planning your savings and investments now to avoid a huge tax bill later.  We know that dealing with the subject of inheritance can be complicated and sensitive. Having a reliable and trusted source of advice and guidance can be a huge relief, and our discerning approach will give you both peace of mind and surety that you are doing the right thing.

Taxation of non-residents, expats and non-doms

If you are a non-resident, expat or non-dom, we know tax can be a worry. Working with us means that you can be confident your affairs are under control.

If you are moving between two countries, you may have to pay taxes in both.  We will check you are meeting your obligations and are compliant in both countries, by carefully planning your income and making use of international tax treaties as well as local tax law.

Property transactions

If you are an existing or prospective landlord, recent rule changes could mean you end up paying taxes higher than your actual rental earnings. We can help make sure this doesn’t happen, by planning the legal structure of your rental business and managing the tax impact of your property portfolio.

If you are considering a property deal, ask us to check the tax implications are covered to safeguard your investment and plan for a tax-efficient transaction.

If you want help cutting through the complicated aspects of tax, please call us on

01256 406 601