Individuals

Our team can provide you with advice and support in relation to all aspects of your tax affairs. We will take time to understand your personal circumstances and your long-term goals so that we can provide you with a tailored approach to suit your individual needs. 

Our Associate Director, Sam, together with our Client Managers, Lucy and Richard work closely with Caroline and the team ensure you meet your personal tax requirements throughout the year.

We provide a wide range of services to individuals that go beyond simply attending to your self-assessment tax return. We cover all aspects of tax, including income tax, capital gains tax, trusts and estates, inheritance tax and property tax. 

It is often the case that planned, or unplanned, life events and lifestyle changes can impact your tax position greatly. Whether you are reviewing your own inheritance tax position or are liquidating assets to support your children, our team can help you address the tax impact of such events and take steps to maximise opportunities.