Finance & Personal Tax
Personal financial planning services are provided in conjunction with our specialist partner organisations which are regulated by
the Financial Services Authority. Advice is available on forms of investment and pensions planning.
Personal tax planning, including Inheritance Tax planning and Capital Gains Tax mitigation is integrated into a general health
check on your personal tax position.
HM Revenue and Customs enquiries are becoming increasingly attentive. We can bring your affairs up to date and pilot you through your
negotiations with the Revenue.
International aspects of taxation are covered through our network of qualified accountants and advisers.
How to Handle Your Accountant: A Guide