Personal Tax

Stress-free Personal Tax Support


We offer a wide range of services, primarily in Leicestershire, Derbyshire and Nottinghamshire, to help you to minimise your tax exposure and to enable more efficient planning for your personal affairs, whilst ensuring you comply with all the latest personal tax legislation. For further information on some of the services offered and an introduction to the personal tax system, please select the appropriate service below or contact us:

Personal Tax Self Assessment Returns

Doing the sums

The personal tax system operates in two ways; either you are in the Self Assessment system; or for the majority of people your tax is collected from your employment income.

What exactly is self-assessment? This is  how the Inland Revenue ensure that peoples tax affairs are in order and that they have paid the right amount of tax due dependent on their earnings.

Below is a list of the most typical professions and reasons for people to receive Self Assessment Tax Returns.

  • A company director
  • An individual with complex tax affairs
  • A partner or sole trader
  • A higher rate tax payer (i.e. income of more than £39,825 gross for 2007/08 for a person under 65, who does not contribute to a pension scheme) Please see our budget booklet for the various tax rates that apply.

If you are issued with a notice to file a tax return by the Inland Revenue then this must be submitted by the 31st January following the end of the tax year. For example a return issued on 6th April 2007 for the 2006/07 tax year will need to be filed by 31st January 2008.

As the tax system becomes ever more complex for individuals with the constant changes to tax law it is becoming more difficult to complete your tax return without professional help and guidance.

As Chartered Tax Advisors and Accountants, we will ensure that your tax return is complete and accurate based on the information obtained from you and using our up to the minute knowledge of the latest rules and legislation, whilst at the same time minimising the burden imposed upon you.

Should you require further information or if would like to speak to one of our tax specialists then please contact us.

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Personal Tax Planning

Our specialist tax service recognises that each person has different requirements therefore we tailor our advice to best suit your individual needs.

We consider it fundamental that we understand completely what you want to achieve and we will endeavour to assist you in planning your affairs to achieve these aims.

The advice that we offer covers a wide range of taxes, but can be split into three main tax areas, please select the appropriate tax below or contact us.

  • Income Tax Advice
  • Capital Gains Tax Advice
  • Inheritance Tax Advice

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Income Tax Planning

Tax relief?

We can provide advice as to how to organise your tax affairs to take advantage of the various tax relief’s available and to help you to minimise your tax liabilities.

We do this through timely effective planning and monitoring of your circumstances and can act quickly and efficiently to make any changes so that there are no hidden surprises at the end of the tax year.

Should you require further information or would like to speak to one of our tax specialists then please contact us.

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Capital Gains Tax Planning

Capital gains tax is a complex area and often requires specialist advice on the most efficient way to own or dispose of your assets.

 We can advise you on all aspects of capital gains tax ranging from a simple disposal to more complex cases, which may require ongoing support and a more complex solution.

Of course this will all be explained and presented in a readily digestible format to enable you to understand the effects of the advice and each course of action required.

Should you require further information or would like to speak to one of our tax specialists then please contact us.

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Inheritance Tax Planning

Due to the rise in the value of property and the fact that more people are looking to invest in stock markets or investment properties etc, the number of people being caught in the so called ‘Death Tax’ is increasing every year. This is no longer a tax for just the rich.

However, many individuals fall into the inheritance tax net needlessly, but through effective and precise planning; we can help you to safeguard the family assets for future generations.

Although some cases require more detailed and complex solutions, some cases can be resolved via some simple planning in advance, therefore, we tailor our advice to your individual requirements.

We can help in a number of ways including;

  • Ensuring that individuals avoid paying more tax than is necessary
  • Help with planning and reviewing a will
  • Making the full use of exemptions and opportunities available
  • Optimising transfers between family members and other beneficiaries
  • Help with setting up and transferring assets into trusts
  • Helping to structure a business so as to minimise the tax position
  • Arranging adequate life assurance to cover any potential tax liabilities

Should you require further information or would like to speak to one of our tax specialists then please contact us.

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