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

    Spring Statement 2025 – Headlines

    Posted on
    Chancellor Rachel Reeves gave her Spring Statement to the House of Commons this afternoon. Whilst not a fiscal (tax) event we can report the following headlines: We will have a…

    Private sector activity expected to fall

    Posted on
    Activity in the private sector is expected to fall for the fourth consecutive quarter, according to a Growth Indicator from the Confederation of British Industry (CBI). Business volumes in the…

    Businesses warn of National Insurance ‘powder keg’

    Posted on
    The overwhelming majority of businesses say the rise in employers’ NICs will force them to change their plans, according to research by the British Chambers of Commerce (BCC). With under…