My tax advice service covers a wide range of issues including personal income and capital gains tax, tax planning, inheritance tax, for a diverse range of clients.
For individuals, I aim to put you in control of your personal tax affairs and finances through careful planning and considered actions. These include:
Call me first on 01962 736926 to discuss your tax position.
For landowners and property investors, I offer expert advice about portfolio planning, structure and disposals to maximise your profit and minimise your tax liabilities
For business owners, I give in advice about finance and tax for owner-managed and family businesses, and members of professional business partnerships.
For executors and trustees, I can help you perform these important roles with confidence. I have long experience both acting personally as executor and trustee, and advising others on:
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Please note that some of these services are provided in collaboration with, or by referral to, other professional advisers.
I am not authorised to provide regulated financial services by the Financial Services Authority; I am regulated by the Solicitors Regulation Authority and authorised to carry out only those limited regulated financial services which are authorised to be provided by solicitors.