Personal tax compliance

Expert support with your tax compliance needs and advice on changes and opportunities.

Tax compliance is becoming increasingly challenging and complex, with an ongoing move towards greater digitalisation and transparency.

Having access to professional, expert support with tax compliance can help save you time, money and offer peace of mind that your affairs are in order and up to date with the latest legislation.

Our experienced team of specialists includes chartered tax advisers, chartered accountants and affiliates of the Society of Trusts and Estates Practitioners (STEP). We provide personal tax advice across Kent, the South East and nationally.

We support high net worth families, business owners, residential and commercial landlords and non-domiciled individuals with a wide range of tax compliance including:

• Tax returns and compliance
  Managing your personal tax affairs, or those of a trust, and dealing with HMRC on your behalf, including preparing your self-assessment return and any separate Capital Gains Tax on UK property return you need to make following the sale of a property. We will work with you to review your affairs and assist you in claiming any deductions or allowances to which you may be entitled and ensuring all payments are made on time. We also assist Executors with tax obligations of the deceased and their estates
• Tax advice
  Practical advice on personal tax situations. Identification of potential tax saving opportunities through appropriate use of allowances and reliefs and the use of simple planning may save considerable amounts of tax
• Income tax
  Providing assistance on a range of income tax issues from the implications of being self-employed and preparing accounts, to assisting UK and non-resident landlords in the declaration of rental income
• Capital Gains Tax (CGT)
  Calculating the CGT due when you dispose of capital assets such as land, buildings, shares and businesses, and ensuring appropriate reliefs are claimed. We also work alongside our Tax Planning colleagues to help defer and potentially reduce CGT
• Inheritance Tax (IHT)
  Preparation of Inheritance tax forms for lifetime and other events, such as on trust anniversaries and funds exiting a trust. We also work with our Wills, Estate & Tax Planning team to help identify opportunities for tax and estate planning and take action to potentially save tax for you and your family
• International and non-UK domicile
  Preparing returns for non-UK resident individuals, UK resident but non-domiciled tax payers or individuals with income sources outside of the UK, including claiming foreign tax credit relief under double taxation agreements. We have extensive experience helping individuals file tax returns to report leaving or returning to the UK, and helping non-UK domiciled individuals claiming the remittance basis to protected their assets and income abroad
• Owning property
  We provide comprehensive tax advice and support in relation to property ownership. This includes those buying or selling their home or buy to let property in the UK. We work closely with second home owners in the UK reporting or making elections on their property, and we work internationally with residential and commercial landlords to report in the UK and claim foreign tax credit relief where available.

Managing trusts and navigating an increasingly complex tax system can be time consuming and daunting.

Generations of families and businesses have relied on our expert team of specialists to relieve them of the burden of trust management and tax compliance.

Our Trust & Tax Management practice can help you to protect your assets and pass on your wealth to the next generation tax efficiently, and in the way that best suits your circumstances.

The tax compliance and trust management team looks after the accounting, taxation and administration aspects of running different kinds of trusts, charities and other structures, including family investment companies.

We provide a personal tax advisory and compliance service across Kent, the South East and nationally, assisting trustees, beneficiaries and other individuals with their income, property and capital gains tax needs.

Our team also works to manage inheritance tax reporting for periodic charges, exits and other events, and to support executors in the preparation of estate accounts and tax returns for estates.

Key clients include:

• People creating trusts (settlors), charities and family investment companies
• Trustees and executors
• Family offices
• Beneficiaries and other individuals with private wealth
• Business owners
• Property owners and landlords (including non-resident landlords)
• Non-UK resident and non-UK domiciled individuals with reporting requirements in the UK.

As part of a full service law firm, we can call on expertise from our Wills, Estate & Tax Planning, Probate, Will, Trust & Estate Disputes and Family teams as needed.