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. We provide personal tax planning services in Exeter to help you make informed financial decisions.

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 about our Exeter-based accountancy services, contact us for an initial free meeting today.

 

Exeter Accountant MJ Smith & Co

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