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UK personal tax & planning

Your UK tax, worked out properly and explained.

Prepared and reviewed by someone qualified, then set out in plain English so you know where you actually stand. Fixed fee, agreed before we start.

4,000+Clients (group)
60+Countries (group)
CTALed by a Chartered Tax Adviser
02What we handle

Compliance and planning, one adviser

01
Self AssessmentEmployment, dividends, savings and investments
02
Making Tax Digital for Income TaxFor sole traders now inside the regime
03
Capital gains reportingShares, funds, crypto and business assets
04
Residence & arriving in the UKStatus, timing, and your first year here
05
Share options & equityEMI, RSUs and growth shares
06
Inheritance tax & lifetime givingGifts, allowances and the long view
07
Trusts & estatesRegistration, returns and distributions
08
Voluntary disclosure & enquiriesGetting straight with HMRC, and being represented properly
03Where we fit

A filed return is not the same as knowing where you stand.

Plenty of firms will file for you and say nothing else. You get a number, you pay it, and you are none the wiser about whether it could have been lower or whether something is exposed. We would rather tell you.

✓
A named adviser, not a queueThe person who reviews your return is the person who answers your email
✓
Fixed fee, agreed up frontPriced from the work in front of us, never from a timesheet
✓
A written summary, every timeWhat you owe, why, and what to look at before next year
✓
International affairs are normal hereArriving, leaving, or holding things in more than one country
04Fees

You will know the number before we start

Every engagement is scoped before it is priced. One figure for the work, agreed in writing before anything begins, with the scope set out alongside it. Never hourly, and never a percentage of a repayment.

What it comes to depends on what you hold and what changed in the year, so we quote once we know that rather than from a standard list. The scoping and the quote are free. All quotes exclude VAT.

Get a fixed quote →
Led byChartered Tax Adviser
Clients (group)4,000+
Reach (group)60+ countries
FeesFixed, up front
BillingNever hourly
Next Step — Tell us how the business is built
Next step

Tell us how the business is built.

A short set of questions about structure, people and where you trade. We come back with a scope and a fixed price. If we are not the right firm for you, we will say so rather than quote for it.

Start scoping
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