Individuals

Whether our clients are business owners, trustees, parents, investors or employees they are all individual people with unique backgrounds and interests. Life often brings together circumstances where only experience and understanding can help to keep things manageable. Individuals look to us for straightforward advice that helps them make the most of their circumstances however complex they seem.

Areas of interest for individuals in business:

Accountancy, Capital Allowances, Tax Liabilities and Returns, VAT returns.

For investors:

Finance, Presentation of Results, Tax Returns.

For families and retired individuals:

Income Protection, Keeping Affairs Up-to-date, Inheritance Tax Planning, Changes in Circumstance, Future Planning.