Tax compliance

The introduction of Self Assessment placed the burden of completing correct tax returns onto tax payers.

Our team has specialists who will relive you of that burden and ensure that you are operating in as tax efficient way as possible.

We prepare returns for individuals, trustees and personal representatives, as well as calculating and advising on tax payments. We make sure that the returns are submitted in good time, and that payments are made by the correct dates. If your situation is complicated, we’ll make suggestions for ways to reduce tax-liabilities, by the appropriate use of tax-efficient structures including the transfer of assets between family members.

We are fortunate in that our specialist team includes an accountant and a former Inspector of Taxes, who both deal with such issues.

We can also help if the Inland Revenue has used its wide-ranging powers under Self Assessment to investigate details reported on a tax return. In such circumstances, we contact the Revenue direct to ensure that enquiries are conducted and concluded in the most beneficial manner possible for our clients.

We advise on:

  • Preparation and submission of tax returns
  • Tax payment calculation
  • Tax planning strategies
  • HMRC investigations
Ann Carlton
Director of Private Client
Bath
01225 340086
07917 834887
Nicola Fox
Trust Accountant
Bath
01225 340093
Michael Young
Director Tax & Trusts
Bath
01225 340080
07824 398769

Latest News