Personal tax planning

We have many years’ experience in helping private individuals with their self-assessment tax returns and inheritance tax planning.

The team here at Shirley Smith & Co can assist individuals in minimising their liability to personal taxes, such as income tax, capital gains tax (CGT), inheritance tax and non-domiciliary taxes.

We can also assist in the completion and filing of any relevant returns, and supply you with comprehensive advice on which payments are due and when.

Our team also has detailed knowledge of the taxation issues surrounding trusts and estate planning: we can help you to make the most of both of these.

Please get in touch to discover how we can help you to maximise your personal wealth.