Personal Tax

We prepare personal self-assessment tax returns for a number of clients ranging from retired people with modest means to very wealthy individuals with a number of different business and investment interests.

Although the majority of our clients are based in Cornwall, we also provide tax compliance and tax planning services to clients all over the UK and elsewhere – our most geographically distant client lives in Brazil!

In addition to preparing your personal tax return for you, we can also offer help and advice on minimising your personal tax liabilities and on planning for both your and your family’s future.

We can advise on tax efficient ways of sharing wealth within the family, and on how to make tax efficient gifts.

We are able to advise on setting up Trusts to assist in both tax planning and family wealth management. Trusts are much misunderstood, and we believe they have an important part to play if properly used.

We can also offer a comprehensive package of advice on inheritance tax.

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