Personal Tax Planning

We will work with you to optimise your personal tax position, take advantage of opportunities to reduce tax bills and ensure you meet all the compliance requirements.

With the tax regime becoming more complex and with more emphasis being placed on taxpayers’ individual responsibilities under self-assessment, everyone who is subject to taxation needs professional advice and support.

Working together we can review your tax position in detail, so that we can advise on the most efficient methods to use in all areas of personal taxation.

We offer proactive tax planning and specialist tax consultancy services, including:

  • Income tax returns and self-assessment
  • Remuneration planning
  • Capital Gains tax
  • Inheritance tax
  • Trusts and Estates
  • Non-domiciliary tax issues
  • Retirement strategies
  • Wealth management through Thompson Jenner Financial Services Ltd
  • Tax investigation by HMRC

We are always happy to help with any personal or business tax issue. Why not give us a call to find out how best you can benefit from our services.

Key Contacts

Marcus Worthington

Marcus Worthington Partner

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Paul Lewis

Paul Lewis Partner

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We would love to meet you, which is why we offer all new clients a free, no obligation initial consultation. Click the contact button below to see all the methods to get in touch with us and if you like you can leave an email enquiry with the form provided and we will contact you to arrange a time and date.

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