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Personal Tax
Planning your personal tax affairs and taking professional advice from Mark J Rees can help to reduce
your personal tax liability.
The service we can offer ranges from the calculation of tax liabilities and preparation of returns to
advice on pensions, investments, annuities, share options, capital gains and inheritance tax.
Tax Returns
Tax returns can be confusing and for many, their personal finances are inextricably linked to their
business affairs making self assessment even more complex.
HMRC issues automatic penalties for submitting returns late and for errors made by the taxpayer.
We are tax specialists and can save you a lot of time, worry, and money by handling your self
assessment for you. We will:
- prepare the necessary computation
- complete and file your tax return
- offer advice on how you can minimise your tax liability
- act as your agent, dealing directly with the Inland Revenue
- act for you at any meetings should you be selected for an assessment enquiry
Personal Tax Planning
Whether you are planning to secure a financial future for you and your family, buying a house, planning for retirement or about to benefit from an inheritance, we can assist.
We will guide and advise you on dealing with all aspects of personal tax or trust and estate matters, as well as assisting with personal investment planning, wealth management and pensions.
Our range of services is both comprehensive and flexible, saving you the time for other things.
For more information please contact David Richardson on his direct line 0116 2229709; alternatively please send David an email.
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