About:
I place a high value on understanding you and your financial affairs. I will understand your overall financial position, family circumstances and as well as dealing with completing and submitting tax returns we will look to minimise your tax liabilities wherever possible.
I will work closely with financial services advisors to advise on wealth management issues and look at lifetime tax and wealth planning.
Tailored to the specific needs of each client, our personal tax service includes:
- Working with you to gather the information required for your self assessment tax return
- Preparing and completing your self assessment tax return
- Calculating your tax liability for the year and your payments on account
- Submitting your tax return online with HMRC
- Giving practical advice on tax payments and repayments
- Contacting HMRC to agree your tax position, discussing relevant issues on your behalf
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