As Independent Financial Advisers, it is important for us to have a comprehensive understanding of tax issues and how these affect each individual, making tax expertise essential to our work. This becomes more necessary each year, as the burden of tax legislation increases.
In 2003 we established our dedicated Personal Tax Department to offer our private clients a complete range of tax services. Our tax manager and his team are highly qualified specialists, with many years' experience in personal tax work and supported by the latest computer software and research equipment.
Tax Services
Through our professional connections or our in-house service we are able to offer a complete range of tax services tailored to the needs of our clients. This enables us to offer a comprehensive, high quality personal tax service at an affordable cost.
The service will be particularly useful for busy people who simply do not have the time to deal with their personal financial affairs; for people with multiple sources of income; and for people faced with particular problems, and who may also be unused to dealing with the Inland Revenue.
Initial advice without obligation
Our Personal Tax Department can help you find efficient solutions to practically any kind of tax problem, however large or small, whether a simple repayment claim to calculating and agreeing with the Revenue the tax due on complex issues.
We will provide an initial quotation detailing our proposed fee for carrying out your work. Until you accept this fee and appoint us, you won't be under any obligation whatsoever. Our initial advice, which could save you hours or weeks of work, is completely free of charge.
The FSA does not regulate some forms of Tax Planning.