PERSONAL TAX

Our personal tax advice covers everything from selling assets, advice around property and where you are resident for tax purposes (domicile), to planning to minimise inheritance tax on death and setting up trusts.

Get In Touch

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 (domicile), to planning to minimise inheritance tax on death and setting up trusts to protect your family.

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 to 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.

OUR SERVICES INCLUDE


Tax Compliance

Tax compliance is pretty simple to explain. It’s making sure you’re abiding by HMRC’s rules and regulations when you submit your tax returns. At Cooper Parry, our tax team can make sure that’s the case.


Inheritance Tax

When it comes to inheritance tax advice, we typically work with people and their entire family – sometimes looking after three generations. We’ll review and advise you on your Will, work out a strategy to protect your wealth and consider options such as placing your assets or money into a family investment company (FIC) or trust. We’ll work with lawyers and our wider tax team to protect your assets and give you peace of mind.


Trust & Estate Planning

Trusts are ultimately created to help a beneficiary or a group of beneficiaries. They are flexible and there can be huge tax advantages. They can be used to loan money for properties, pay for school fees, provide a regular income and much more.


Residence & Domicile

Your residency and domicile status can change the way you pay certain taxes. You may be a resident in one country but domiciled in another. In which case, you’d be a non-domiciled resident. This means you’d pay tax on overseas income in a different way. And we help people work out where to pay tax, how much tax to pay and the most efficient way of paying it.


Property & Landlords

Supporting property owners with all aspects of running a property portfolio including Stamp Duty, Trusts and Capital Gains Tax. We’ll make sure you’re using the right structures to maximise tax efficiency and save money.

GET IN TOUCH WITH SARAH AXE

Sarah Axe
Private Client Partner

GET IN TOUCH WITH SARAH AXE

Our Personal Tax Experts

Reviews

PAUL, JAN 24

“Great service and always timely communication. I feel we have a partner supplier rather than just an auditor”

MEGAN, FEB 24

“We always get a quick reply whenever we have an issue or a query. It was a very good team of auditors that undertook our audit once again – a mixture of continuity and some new faces – and accommodating our tight reporting deadline was much appreciated”

MATT, FEB 24

“My first encounter with the CP audit team and I was impressed. Calm, reliable, organised and ultimately professional. Understanding and sympathetic to our circumstances and keen to work with us to achieve an outcome”

JAMES, FEB 24

“Smooth audit with knowledgeable and friendly staff. I have received great input from both audit partner and manager in my first year as CFO. I have appreciated the pragmatic and flexible approach”

PAMELA, JAN 24

“Robust communication. Excellent support. Supportive business partnership”

MICK, JAN 24

“Always prompt with accurate advice and accounts. Cannot think how you can improve”

MARION, JAN 24

“Audit processes work very well with Inflo and supported well by phone calls or Teams calls throughout the audit process. Outside of audits, advice on any matters financial is usually quick and helpful and never appears to be too much trouble. Any of the audit teams we have worked with throughout the years have always shown the same friendly professionalism that is supportive, fair and informative, which is crucial when and if things don’t always go to plan or unexpected outcomes occur. Thank you very much”

JADE, JAN 24

“The team are always responsive and their approach to audit is refreshingly solution orientated. I already refer them on a regular basis”

ANDY, JAN 24

“Fantastic client service and communication which resulted in a a great job done”

AMANDA, JAN 24

“The team at Cooper Parry are a huge support during a stressful time. They work with our finance department when completing their checks and make the team feel at ease. We have an excellent relationship with the auditors and feel confident in approaching them in advance of our audit for support. Glen, Ben, Harry and the supporting team work hard to understand us and support how we work whilst always considering the ATH and financial regulations. I would 100% recommend Cooper Parry and do regularly”