Self-assessment, capital gains, inheritance tax and wealth planning for individuals and families.
Whether you are a company director, landlord, investor or simply have complex personal tax affairs, our personal tax team provides expert, proactive advice to ensure you pay only what you owe — nothing more.
We prepare and file your annual self-assessment tax return accurately and on time, claiming every allowance and relief you are entitled to.
We advise on the tax-efficient disposal of assets including shares, property and business interests — helping you time disposals and utilise your annual exemption.
We work with you and your family to structure your affairs so as to pass on as much wealth as possible to the next generation, within the law.
From landlords with one property to large portfolios, we advise on rental income, the letting relief changes, SDLT planning and the best ownership structure.
We advise non-domiciled individuals and those with overseas income or assets on their UK tax obligations and efficient planning strategies.
You are required to file a self-assessment return if you are self-employed, a company director, have rental income, earn over £100,000 or have other untaxed income. We can confirm whether you need to register.
CGT is charged on the profit you make when you sell an asset. Rates are currently 18% or 24% for residential property and 10% or 20% for other assets, depending on your income.
The current nil-rate band is £325,000 per person, with an additional residence nil-rate band of £175,000 when passing a main home to direct descendants. Estates above these thresholds pay 40%.
Get in touch for a free, no-obligation initial consultation.