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.
"Kate is easy to talk to, sympathetic, knowledgeable and gives good easy to understand advice and answers to difficult questions…