• Personal tax compliance and planning. covering self assessment tax returns, income and capital gains, advice on payments, negotiations with the Inland Revenue and tax planning advice tailored to meet the needs of you and your family
• Inheritance tax, for an estate review, including the use of exemptions, commissioning of wills and the establishment of new trusts, as well as advice on family company shareholdings and a general review of shares and assets
• Lloyd’s, advice to names, tax compliance and liaison with members’ agents
• Trusts, dealing with the maintenance of accounting records for preparing annual accounts, administering distributions and negotiations with the Inland Revenue
• Group/personal pensions advice
• Keyman insurance
• EIS investments and most other areas of personal financial planning