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Private Client Tax

Our private client advisers can help you and your family comply with your tax obligations in an increasingly complicated domestic and international tax environment.

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.

WHAT'S ON YOUR MIND?

If there's something you want to chat through, just pop your details on here and we'll line up one of our talented team to get back to you, Easy, peasy.

    HOW CAN WE HELP?

    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

    MEET OUR TAX ADVISER SPECIALIST

    Take a few minutes to discover the number one tax advisor in the country. Meet Poppy, our new tax adviser specialist. She has joined us from the CP world. And is here to stay. Enjoy and watch more videos on our youtube channel. Blah Blah Blah

    Take a few minutes to discover the number one tax advisor in the country. Meet Poppy, our new tax adviser specialist. She has joined us from the CP world. And is here to stay. Enjoy and watch more videos on our youtube channel. Blah Blah Blah

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    WHAT DO OUR
    CLIENTS SAY?

    • 19

      Total reviews
    • 4.7

      Average rating

    Jaki

    Practical and commercial audit, worked as a team

    Posted on 31 Aug 2022

    Paul

    Met all deadlines in first year. Audit team communicated well and in a timely manner. Adapted as req

    Posted on 31 Aug 2022

    John

    Support for the business is strong in both audit and tax.

    Posted on 31 Aug 2022

    Sarah

    Friendly, approachable, proactive and always available.

    Posted on 31 Aug 2022

    Brian

    R&D Claim: The additional cash will enable us to re-invest in further R & D. We have developed some materials that I believe have an exciting future in the next generation of battery technology. The results totally met my expectations.

    Posted on 31 Aug 2022

    David

    Excellent advice and service as always. Very smooth audit process this year, impressed with the quality of personnel at CP.

    Posted on 21 Jul 2022

    WHAT IS AN AUDIT?

    Audits are an annual check on an organisation’s financial situation. As a legal requirement in the UK, most businesses with turnover in excess of £10m and more than 50 employees will need to have one. It’s where an auditor checks your business’s records for accuracy, honesty and risk. It can be a laborious process. But at Cooper Parry, our award-win-ning audit and assurance team are out to change the audit experience.

    Our industry has given audit a bad name. New clients join us expecting it to be a long, hard slog during which they’re endlessly interrogated and shamed for any tiny errors. You’re probably used to the same – a painful process year after year. But, that’s just not how we work.

    AN AUDIT APPROACH BUILT AROUND YOU

    Even before the pandemic started, we’d been doing remote audits for over two years; creating an audit and assur-ance process focused around collaboration, technology, and you. One which matches our mantra – to disrupt, lead, and make life count.

    With our approach, we’ll no longer spend days and weeks at your place. Instead, we’ll stay in touch and share infor-mation using software like Inflo, Circit, Microsoft Teams and SharePoint. You’ll get the same quality and outputs. But you’ll only see us when you want to.

    We pride ourselves on being digital disrupters and have a dedicated team that seek out the best way of working through ui ing technology. Over the last 12 months we have started to embed both Inflo and Circi process to ensure that our collaboration with you is a slick operation. We are constantly looking into better ways of working by utilising technology to continue to wow our clients with exceptional client service.

    DISCOVERY

    We’ll start by spending time with you to fully understand your business, opportunities, challenges and strategic aims. Then, we’ll shape our relationship, plan and timeta-ble for the year around how you want it to work.

    DELIVERY

    Having this solid foundation of understanding from the outset means we can immediately start to add insight, observations and value to our relationship to go above and beyond your expectations. We’ll deliver exactly what you need, when and where you need it.

    DEBRIEF

    We’ll seek feedback to con-stantly refine our service and improve it for you, always aiming to deliver a level of quality you’d recommend to others.

    Get in touch with Annabelle Cassidy

    GET IN TOUCH

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      YOU'LL WORK WITH ENGAGED, ELECTRIFYING PEOPLE

      As the #1 Accountancy Firm to Work For in the UK, it comes with the territory.

      That matters. Because when our people are happy, engaged and playing to their strengths every day, we know we’ll attract and retain the industry’s top talent. And we know they’ll deliver a remarkable service to you; one that guaran-tees continuity, innovation, and inspiration.

      That’s why our clients tell us we’re “approachable”, “bright” and “inquisitive”. One new client even said we made their old auditors “seem like dinosaurs”.

      The numbers back up their words too. On average, our clients give us service scores of 8.9 out of 10, and our NPS. score is consistently over +70, which is considered ‘world class’ when it comes to customer loyalty and satisfaction. In our territory, we also work with more privately-owned businesses with a turnover of £10-200m than anyone else, combining regional understanding with national and international insights.

      And did you know… our audit approach is also better for the environment? Since changing our audits, we’ve saved miles in travel. We’ve cut our carbon footprint! We should also mention that, during the audit and assurance process, you’re also welcome to join us at our place for meetings. Of course, if you want to talk about becoming one of our cli-ents, we’d love to meet you here some other time too.