WHAT IS PERSONAL TAX ADVICE?

Personal tax covers everything that happens to you as a person. And our personal tax advice covers everything from selling assets, advice around property and where you are resident for tax purposes, to planning to minimise inheritance tax on death and setting up trusts to protect your family.

Personal tax advice. We’ve all got those friends and family members who are closet accountants. “You should put your business offshore”, “You should do this when thinking about your inheritance.” We all hear it. Even us tax advisers! And even if you’ve followed some good advice over the years, you’ve probably received some not-so-good advice too. Or, you may think you’re doing 80% of the things right but you’d like some specialist advice, some certainty on a big life event or an individual plan to give you peace of mind.

MAKE YOUR LIFE COUNT

We work with all sorts of people – family business owners, entrepreneurs, shareholders and landlords. It all starts by getting an understanding of your situation, finding out about the people you care about, the money you’ve worked for and where we can help you the most. It sounds obvious but personal tax advice is personal.

OUR PERSONAL TAXATION SERVICES

You could come for us for personal tax advice on something simple like helping you prepare your annual tax return, where you’ll want to know it will be submitted, compliant and on time each year.

You might want clarity on residency status or tax if you have property abroad or you’re a non-UK domicile.

Or, you might be thinking about a big life or business event. We help people protect and pass on wealth using Trusts. We’ll help you with Capital Gains Tax, where we’ll maximise the reliefs available if you’re selling an asset such as property or shares.

And we can help you plan for your inheritance too, looking at how you’ll structure your estate in the best way possible to look after the people or causes you care about.

TAXATION SERVICES MADE EASY

Giving you personal tax advice all starts with listening to you. Our advice is bespoke to every person that we work with. And if you get in touch, it’ll be unique to you and your family.

The reason our tax team is award-winning is simple. It’s because we really care about the people we work with, and our clients value our straight-forward advice and expertise. We’re ultimately driven by knowing we’re looking after people, their loved ones and the things they care about most.

SARAH AXE

Personal Tax Partner

When something important happens, we make sure we’re on top of it.

E: saraha@cooperparry.com

GET IN TOUCH
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