Personal Tax Returns

We prepare personal tax returns and associated tax computations for both private individuals and the directors of our client companies. We obtain much of the information we require from your company records and other external providers (such as Stockbrokers and banks).  If you are self-employed and are required to make payment on account we will calculate these for you, so that you can predict your cash flows and where tax payments will be required.

Estate accounts and tax returns, and Trust tax returns

We look after a number of large estates, some of which run businesses with a view to profit, and some of which are family homes. We also look after many trusts, both onshore and offshore, and our senior people are Trustees to a number of settlements.

As with all our other services, we deal with all the statutory issues, and use the information we obtain to take an overview of a family's assets and will suggest tax planning ideas, particularly estate planning and the minimisation of inheritance tax.

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Contact Information

Banbury Office:

+44 (0) 1295 688 287
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Birmingham Office:

+44 (0) 121 784 5818
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Cirencester Office:

+44 (0) 1285 655 955
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Leamington Spa Office:

+44 (0) 1926 431 143
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We are registered under ICAEW and have PI Insurance.