Swadlincote Office

The Old Police Station
Church Street
Swadlincote, Derbyshire
DE11 8LN

01283 217256

Burton Office

128A New Street
Burton on Trent
Staffordshire
DE14 3QW

01283 565121

Opening hours 9 am to 5 pm Monday to Friday
 

Registered to carry on audit work by the Institute of Chartered Accountants in England & Wales

 

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Privacy Policy

 

Personal Tax Planning

 

Due to the complex and ever changing tax regime in the UK, everyone who is required to submit a self assessment tax return needs professional support and advice if they are to optimise the amount of tax they pay and ensure that all compliance requirements and deadlines have been met.

Our specialist staff will prepare and submit self assessment and any associated returns on your behalf, resolve any queries with HM Revenue & Customs and inform you of any amounts and timescales for any tax due.

Our staff can provide advice on the following personal tax issues:

  • Utilisation of lower and basic rate bands
  • Investing in tax efficient products including ISAs, Venture Capital Trusts and Enterprise Investment Schemes
  • Payment of pension contributions
  • Timing of capital acquisitions and disposals
  • Making charitable donations
  • Transferring assets between spouses
  • Trust and estate advice
  • Non-domiciliary tax issues

 

Please note that the value of your investment can go down as well as up and you may not get back the full amount invested.