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Personal taxation

We are specialists in income tax, capital gains tax and inheritance tax.

Self Assessment

Self Assessment Tax Returns are a compliance requirement which HMRC is paying greater attention to. It is very easy to miss deadlines since HMRC places the responsibility firmly on the shoulders of the taxpayer.

We have the expertise and software to take the headache out of the form filling and compliance aspect of Self Assessment. We can provide you with practical advice on personal tax and the planning opportunities available to you. We will complete tax returns, calculate any tax liability and advise you on exactly when to make payments and how much to pay.

Personal tax planning

Everyone who is subject to taxation needs professional advice and support if they are to optimise their tax position and ensure they meet the compliance requirements. Our relationship with you as clients and our knowledge of your financial objectives, allows us to advise on planning considerations appropriate to you. Separate fees are quoted for detailed reviews.

Estate planning

Few of us like to think about dying but using legislation to plan for your own and your family’s future is something we should all consider. Sometimes a simple Will is all that is required. However, planning early and appropriately is the most important message.

We provide a comprehensive estate planning service that includes:

  • help with planning and reviewing a will in conjunction with specialist lawyers
  • making full use of exemptions and lower tax rates on lifetime transfers
  • optimising lifetime transfers between family members
  • transferring agricultural or business property
  • transferring assets into trust.


We also have expertise in dealing with trusts, which as part of your overall planning, can prove one of the very tax efficient ways to set aside assets for future beneficiaries outside the inheritance tax net. We can advise on the most suitable type of trust to fulfil your wishes, assist in setting up the trust and provide the full range of accounting services required for trust management.

Our experience as Trustees is also available to minimise the sometimes onerous duties of being a Trustee of a Family Trust. Through our sister company, McCarthy Taylor Trustees Limited, we are able to provide the services of a professional trustee to provide independence and continuity in carrying out what can often be a daunting task.

Require more information?

If you would like more information or would like to speak to us direct then call us on 01386 425125. Or if you would prefer, ask us a question online.