Services for Individuals
We want to help you. What's your situation? Click on the links below to find out more
>> I need clear uncomplicated tax advice to help me decide what to do next
We specialize in this. We can give holistic answers to help you understand the tax issues involved. This will enable you to make informed decisions knowing the consequences.
We have expertise with capital gains, inheritance tax, national insurance, residence and domicile, trusts and estates.
You tell us the problem - we give you a fixed fee quote and agree a time frame.
Fees from £100 plus VAT.
>> I have to do a tax return and want someone to take all the hassle from me
We have a dedicated team who will send you a personalized check list each April, and then prepare your tax return promptly when you send in the information. We will send you a detailed summary of your tax situation for you to keep and tell you clearly the dates and amounts of tax due.
Oh, and we will also nag you gently to ensure you don't miss the filing deadline, check any PAYE codes, and e-file your tax return (especially good for quick repayments). We are real people who get to know your situation. We'll communicate by email, phone, fax or post, local, national or global - whatever suits you.
You tell us your situation - we give you a fixed quote for fees
Annual fees start from £175 plus VAT
>> I'm working abroad and need help with my tax situation
We look after many UK individuals working abroad - in 36 countries the last time we counted - so we have plenty of experience of residence and domicile issues as well as tax planning. If you need advice before you go, tax returns whilst you are away or help to structure your income tax-efficiently we can help. We also help those from overseas who are working in the UK.
If you are letting your property, we can take care of calculating the tax. If you are not sure whether to pay off the mortgage or invest in an offshore account - contact us. We combine the level of expertise you might expect from a national firm with a small friendly team.
You tell us your situation - we give you a fixed quote for fees
Annual fees start from £275 plus VAT. Advice from £100 plus VAT
(No VAT if you are resident outside the EU)
>> I need professional advisers who talk to each other
If you juggle a broker, a financial adviser, an accountant and a solicitor or any combination of these who are all fine individually but each seem to give slightly different advice, you will probably appreciate the seamless approach to tax and financial planning that we offer. We have an in-house company led by Liz Lyke offering quality fee-based independent financial advice. They have links to good stockbrokers and asset managers. We also work closely with private client solicitors. We can be your team, talking together, producing the best joint solution to your financial situation.
You tell us what you need - we sort out who would be best to give the advice and co-ordinate a team approach. We can work with your existing advisers or recommend the right ones from our own experience.
Options for Women - are you at a point in your life where you would appreciate a team of female advisers? We have gathered an excellent network of skilled professional women so whether it's a solicitor, accountant or financial adviser you want we can provide all the support you need and not a bloke in sight.
>> I'm completely clueless about tax and finances. Help!
Hi, welcome to a team that talks your language. We have loads of clients who are bright, articulate and often creative people who just want to put a paper bag over their head at the very thought of tax or finances. That's OK. Send us the stuff (still in the envelopes if necessary) and we'll sort it and tell you the important things like where to sign and what tax to pay when. We can even be creative about chasing you for the information if procrastination is also part of your lifestyle!
You tell us your situation - we give you a fixed quote for fees
Annual fees start from £175 plus VAT
Phew - one less thing to worry about!!
