Personal tax compliance and planning

If you are one of the nine million people in the UK who must complete a self assessment personal tax return, you will know that the process can be complex and time-consuming.

As accountants in Stratford-upon-Avon and Warwickshire, with extensive tax expertise, we can help to ease that burden.

Our dedicated team of qualified and experienced tax professionals will assist you in preparing and submitting your tax returns, ensuring that not only are these filed on time but that any queries and all correspondence with HM Revenue & Customs (HMRC) are properly dealt with on your behalf. We will also calculate your tax liability and advise you of the timing of any payments to be made.

With HMRC becoming more proactive in pursuing tax issues, from income from property letting to overseas investments, more taxpayers are facing enquiries into their tax affairs. Should you be the focus of an HMRC enquiry, we will assist you in dealing with the matter as swiftly as possible, representing your interests and negotiating on your behalf to achieve a satisfactory resolution.

In completing your tax returns, we will review your individual circumstances to make sure that all the appropriate claims and elections are made to deliver maximum tax benefits.

In making sure that we provide you with cost-effective tax planning opportunities, we will also explore issues such as inheritance tax planning, so that you can have peace of mind that your estate will be passed on in such a way as to minimise your tax liability.

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To find out more about how our leading firm of accountants in Stratford-upon-Avon and Warwickshire can help you, please contact us.