Services for individuals

We’ve got years of experience of working with medical professionals, such as dentists, doctors, vets, therapists and physios.

We know that working inside or outside of the NHS brings a multitude of complexities such as pension, recharging your services, dealing with insurers, and paperwork, and we understand that you just want to care for your patients without having to work all this out on your own. Remember, we’re just a call away, and you’ll have a dedicated client contact when you work with us. We also work with many sole traders such as consultants, architects and advisors.

Personal tax compliance

We understand that dealing with HMRC and handling complex tax issues can be confusing and stressful, so let us take the headache out of the form-filing and compliance aspect of Self-Assessment.

We have the expertise and software to complete your tax returns, calculate any tax liability, and advise you on exactly when to make payments and how much to pay, all while ensuring that everything is accurate so you won’t face any unnecessary penalties.

What does this mean for you? More time, money and tax savings, less headaches, and a better night’s sleep!

Personal tax planning

When you’ve worked hard all your life, you’ll want the wealth you’ve generated to benefit the people who are important to you when you’re no longer here.

We provide comprehensive estate and inheritance tax planning services to ensure that your assets are passed on as tax-efficiently as possible and your beneficiaries are not left with avoidable tax bills.

Today, the price of many homes often pushes the overall value of estates over the Inheritance Tax Threshold (IHT – which is 40% on estates above a £325,000 threshold). It’s more important than ever to seek expert advice.

Our inheritance tax service will help you put plans in place to make sensible provision for yourself and your spouse, planning for any future changes to your home or health and care needs in later life.

Inheritance tax

You work hard to ensure a financially secure life for you and your family, so we understand that you’ll want to minimise your tax burden.

Tax is becoming increasingly complex with ever-changing rates. It’s our job to keep up with these changes so we can help you make the most of all available opportunities (and claim all the tax reliefs you’re eligible for) and provide you with timely advice and support tailored to your own circumstances.

This will provide you with money saved in the short term, an optimised tax position, and clarity surrounding your future financial goals.

Every penny of income tax you save means more income at your disposal; every well-planned disposal of assets ensures that you minimise your capital gains loss; and every inheritance tax saving means more financial support to help your beneficiaries. Don’t underestimate the importance of personal tax planning!