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.

Sarah Axe
Private Client Partner

Get in touch with Sarah Axe

Reviews

RICHARD, NOV 24

“Quality of work good. Could be more proactive on comms for relevant legislation changes. “

ALISON, NOV 24

“Prompt and professional audit.”

JAMES, NOV 24

“As was communicated during our last audit, the outsourcing experiment with South Africa didn’t work. Whilst we were also slow on our side going through a deep restructure it did not help having less able and qualified people on the audit – response times were slow and proactiveness was lower. This was in contrast to prior year audit experiences.”

STEPHAN, NOV 24

“Good auditors.”

MICHAEL, NOV 24

“Very easy to work with, communication on how far along the process we are could be improved slightly but I’m being picky.”

IAN, NOV 24

“Happy with process and staff. We try to address each area that was highlighted in the previous audit, year on year, but there always seems to be something additional. Obviously this is what audit is for given changing regulations, but it sometimes seems like the goalposts move.”

JAS, NOV 24

“Very smooth 23/24 audit, picked up the key issues.”

CLAIRE, NOV 24

“The audit felt more protracted this year (lots more email flying around) but not the end of the world. “

VERISA, NOV 24

“Audit process went well as can be. Only part that I felt slightly disappointed on was when the representative joined the Trustee meeting to report on progress / queries, they didn’t appear prepared. I understand this person is no longer at Cooper Parry so don’t expect this to be on ongoing problem.”

DAVID, NOV 24

“You have made it your business to fully understand the Pension Plan whilst developing a great relationship with the Trustees, the Plan Secretary and the Plan Administration Finance team. The Trustees enjoy working with you and have complete confidence in your professional, pragmatic and friendly approach to the service provided.”