TAX & ADVICE
We advise families, land owners and business owners on effective estate planning.
It enables our clients to arrange their affairs so as to minimise their tax liabilities and preserve their wealth for children or other beneficiaries.
Example of our experience: General Financial Affairs – Income tax
Mr H experienced problems filing his tax returns for some years and came to us to sort matters out for him following receipt of a fine from HMRC for £100 after he had failed to meet the filing date of 31st January. We established a record with HMRC to act as Mr H’s agent and then completed amended tax returns for the years in question and submitted them to HMRC. We have acted for Mr H since then, filing his tax returns before 31st January and he has received no more fines.
KEY CONTACTS
Carol Morris
"At all times it was clear that Carol was acting in my interests which was very reassuring"
Richard Mullings
"It is not often that you can say you are completely happy with the service provided, but this is one…
Nicholas Parsons
"I was dealt with in a professional, courteous, but also friendly manner. Everything was explained clearly"
Kate Nairn
"Kate is easy to talk to, sympathetic, knowledgeable and gives good easy to understand advice and answers to difficult questions…
Steven Pipe
"Steven was very knowledgeable in his field and extremely professional throughout"
Elizabeth Stilwell
“I was very impressed with your efficiency and delighted to deal with you”
Michael Conway
"Michael, thank you fot your help and support in setting up my will during a difficult time"