Personal Tax

Our personal tax team work with individuals, families, privately owned businesses and family offices, to build multi-generational relationships and help our clients to minimise their tax liabilities.

Before making any significant decisions, such as selling your business or making gifts to children, it’s important to seek advice. Because we specialise in the constantly moving world of personal tax, we can make sure you pay the right amount of tax at the right time.

You don’t have to own a business to benefit from our tax and financial expertise, but if you do, our staff have vast experience of advising business owners so you can be confident that you’ll be speaking to people who can relate to your challenges and concerns.

Our specialists help with:

  • self-assessment
  • Minimising capital gains tax on the sale or gift of assets
  • Reducing potential inheritance tax liabilities
  • Planning for retirement or business succession
  • Tax efficient extraction of business profits
  • Tax efficient wills
  • The use of trusts to reduce tax and protect family assets

In addition, we offer a wide variety of services associated with owning, managing and preserving businesses and wealth. These include asset protection and wealth planning, estate and succession planning, advice on charitable giving, and – involving the PKF network of legally independent firms with over 400 offices in 150 countries – global tax planning for clients with international affairs.

About Tax

The PKF network are ranked as a Top 10 tax firm by Accountancy Age.

Our Personal Tax Team

The UK has some of the most complex tax legislation in the world. If nothing is done, exposure to taxes such as income tax, capital gains tax and inheritance tax can erode your wealth significantly.