Tax and Estate Planning

    We offer a complete solution to clients. As well as completing your return, we use our knowledge of your individual circumstances to provide you with proactive advice and help you to minimise your tax burden.

    Our knowledge of trust and tax law and of its practical application has enabled us over many years to establish a large and well respected trust department, making us one of the leading practices in the area offering such a specialised service.

    Need Some Advice?

    Looking for some help or a little advice?

    Call today on 01484 534431 or fill in our enquiry form below, and we’ll call you back.

    As a small growing business, we rely heavily on the excellent support that we receive from Simpson Wood. They provide the expertise and assurance which allows us to focus on our clients and service.

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    Latest Tax and Estate Planning Updates

    In The Spotlight – Sophie Brown

    Posted on
    Our In the Spotlight series lets you get to know some of our team better. That might be their hobbies, favourite book or what they would take to a desert…

    December Investment Committee Meeting

    Posted on
    Best month so far! Portfolio adjustments in September, October and finally some reactive moves the morning of President Elect Trump’s election victory propelled our portfolios to return around double the…

    Latest guidance for employers

    Posted on
    HMRC has published the latest issue of the Employer Bulletin. The December issue has information on various topics, including: Please contact us for help with tax matters. Internet link: Employer Bulletin

    Scams warning as self assessment deadline looms

    Posted on
    HMRC is warning of scam attempts targeting self assessment taxpayers in the run up to the 31 January deadline. Last year, concerned taxpayers reported nearly 150,000 scam referrals to HMRC….