Personalised Tax Planning

Services » Wealth Improvement » Personalised Tax Planning

Personal tax is exactly that. It's personal. And because we understand that no two individuals are the same we take a very individual approach to your planning. Our clients range from business owners to private individuals with complex tax affairs such as buy-to-let property or a share portfolio.

There has been an increase in the number of changes to personal tax in the UK in recent years. And many of these changes are designed to make business owners and property investors pay more. Higher taxes on dividends, the end of the wear & tear allowance on rental properties, and restrictions on tax relief for high earners to name but a few.

So we take the view that ‘forewarned is forearmed’ and work with you on with a simple three stage approach:

  • What tax rule changes will affect me?
  • How much extra tax will I have to pay?
  • Is there anything I can do to reduce or delay the tax I pay?

And, because we’ll build a long term and valued relationship with you, we’ll revisit your tax plan every year. Think of it as good old fashioned sense check.

If you’d like to know more about our individual approach to personal tax then just send us an email or give us a call on 0131 220 0152. We’d love to have a chat.