Personal tax planning


With the tax regime being so complex and more emphasis being put on taxpayers’ individual responsibilities and with making tax digital everyone who is subject to taxation needs professional advice, if they are to optimise their tax position and ensure they meet all the compliance requirements.

Tax planning comes in all shapes and sizes from filing your tax return, capital gains tax advice, property ownership, buy to lets, dividend planning, inheritance tax planning , residency and the interrelation with business assets and employment, the individual now more than ever needs help.

As part of the service we can advise on:

  • Preparing your Self Assessment Tax Return.
  • Calculating your total tax liability and advising on payment deadlines.
  • Minimising and deferring tax bills.
  • Capital gains tax planning.
  • Inheritance tax planning.
  • Property buy to let administration and planning.
  • Pension tax planning.
  • Residency and foreign income
  • Tax investigations.
  • Tax credits.
  • Year-end tax planning.
  • Tax wrappers such as ISA, VCT and EIS schemes.
  • Transferring personal allowance between spouses.

For more information- contact us for an initial free meeting today.

 

Exeter Accountant MJ Smith & Co

Celebrating 25 years of excellence.

Free 1st Meeting
Fixed Fees
Free Support!

Find out more

Client Portal Login

Forgot Password?

Latest News

New guidance published for employers on setting dress codes and sex discrimination

Following a joint report ("High heels and workplace dress codes") published by the House of Commons Women and Equalities Committee …
Read More

Can a builder charge 5% VAT for their services?

Whilst the majority of businesses charge VAT at the standard rate of 20% there are a number of different VAT …
Read More

Pay and expenses for volunteers

There are many rewarding opportunities for volunteering available across the UK. It is a popular misconception that only young people …
Read More