Personal & Partnership Tax

As a firm we act for several thousand clients on a personal basis, the vast majority of whom are shareholders, and/or directors/partners (of entities we act for in other capacities) or high net worth individuals.

At a basic level our services include the preparation of annual personal tax returns, capital gains tax reporting and attending to other sundry compliance matters involving the need to disclose information to HM Revenue & Customs.


Whilst we recognise that compliance services are a necessary requirement and have teams in each office dedicated to providing this annual service, it is our tax planning services that really create value for clients. The firm has 6 tax partners all engaged in providing day to day tax planning whether in response to an immediate client transaction, or say longer-term planning for capital gains tax and/or inheritance tax purposes. Trust planning is also a key focus especially for high-net-worth individuals looking to shelter assets from tax as they pass down through the generations.

Our planning services cover a whole variety of planning and cover issues such as:


  • Remuneration and dividends consideration
  • Income tax versus capital gains tax planning
  • Estate and inheritance tax planning
  • Capital Gains Tax
  • Property taxes such as stamp duty land tax
  • EIS, SEIS and other reliefs for investors
  • Offshore and non-resident tax planning
  • Trust taxation
  • Incorporation of property and trading businesses
  • Furnished holiday lettings activities
  • Pre and post business sale tax planning involving business asset disposal relief and the taxation of earn outs
  • Will review and drafting
  • Inland revenue enquiry and dispute resolution

Contact us today for a no obligation chat to find out how we can help

Get in touch

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They get to know you and understand your business and your needs.

Amanda

Clarkson Wright & Jakes Limited

The way they interact and engage with you is outstanding, they are always available, easy to get hold of and there when you need them.

Malcolm

Datek Solutions Limited

Barnes Roffe always find time, always... Stellar advice, very good business with a ‘genuine’ personal touch.

Michael

Affinity

Large enough to give all the services of the ‘big four’, but small enough to give that special customer service.

Gary

A1 Pharmaceuticals Limited

What stands out for me, is how Barnes Roffe really care about you and your business, their insight and experience, flexibility and how quickly they respond.


Sean

Director at The Grove Media Limited

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