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Clifton Suspension Bridge, Bristol
Tax Compliance

The Self Assessment regime requires taxpayers - whether they be individuals, trustees or executors - to complete an annual tax return. We can prepare your tax return, advise you as and when your tax payments become due, and agree your tax liability for each year with HM Revenue and Customs. Our minimum fee for annual tax compliance is £500, reflecting our focus on clients with complex financial affairs.

Inheritance Tax Planning

Inheritance tax is often considered to be a 'voluntary tax' as only a very small proportion of the population pay any tax at all. The main reason for this is that it is possible to arrange your Will and finances to ensure that any exposure to inheritance tax is kept to a minimum. We can provide inheritance tax advice and arrange for a tax efficient Will to be prepared for you.

Trusts

The use of trusts in tax planning can provide flexibilty for both family and tax reasons. We can advise you where the use of trusts is appropriate and arrange for the appropriate documentation to be prepared for you. We can then assist you in the running of the trust.

Accounting

We provide a specialist trust and probate accounting and taxation service for trustees and executors. In the main this is designed for small and medium sized legal practices with a need to outsource this work on a regular or ad hoc basis. It is also available directly to executors and trustees.

Companies

We can deal with annual accounts and corporation tax compliance for small companies but are unable to provide audit services.