Private Clients, Trusts and Estates

Personal Tax

We provide personal tax services to a range of individuals including:

Through our specialist tax department in our Haslemere office we provide tax planning advice in relation to income tax, capital gains tax and inheritance tax.
We manage all aspects of our clients’ tax affairs including preparing and submitting returns, advising on payments due, and dealing with Inland Revenue enquiries.

Trusts and Estates

We are actively involved in the setting up and administration of private trusts and estates and provide a full range of services including:

We advise on the use of trusts for tax planning purposes