Individuals - How we can help you today

Personal Tax Returns

Non-domicile and non-resident returns.

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Inheritance Tax and Trusts

We are licensed for probate under ICAEW Trust returns.

We have experience of the taxation of and accounting for Trusts.

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HMRC Investigations

Tax Investigations can be worrying if you have not experienced them before.

We have experience of them.

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Foreign Income and Assets

Establishing residence and domicile status to ensuring compliance on reporting and resolving non-disclosure issues.

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Capital Gains Tax

Capital Gains Tax is due when you dispose of an asset.

Dealing with the need to report within 30 days sales of freehold and leasehold properties in the UK.

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Residential Letting Properties

You may be one of a growing band of accidental landlords or you might have a portfolio of residential letting properties.

We are here to help you identify the best solution for you for holding and accounting for those properties.

Helping you to pay less tax and comply with the increasing regulation around accounting for these properties.

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Business Planning and Advice

We give business planning advice too. Our business advisors are able to recommend solutions to your problems, ranging from day to day bookkeeping chores, to growing your business as well as the bigger picture financial planning for you and your family.

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Self Employed

No one wants to pay too much tax. For that reason, we can help you optimise deductions while staying within the rules.

We will also advise you on when you should be forming a limited company and review your pension provision to help you retire when you want to.

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Independent Financial Advice

We will undertake a comprehensive review your investments and financial products and advise you on appropriate products and services.

We are authorised to give Independent Financial Advice under Beacon Private Trust, an FCA registered associated business.