Personal Tax Services Cheltenham

If you find self assessment tax returns confusing, need advice on inheritance tax or are struggling with personal tax planning our expert team are on hand to take the stress out of it all.

Our Promise

We know that there’s no ‘one size fits all’ approach to tax, so we get to know you and your short-and longer-term goals, recommend solutions that will suit your needs, and monitor your situation to make sure we’re keeping you compliant.

Self-employed-article

Personal Tax Compliance

If you’re a landlord, self-employed, a sole trader, in a partnership, a company director or someone that receives dividends, you’re legally obliged to file self assessment tax returns. Whatever your situation, we’ll help you stay compliant and minimise your liabilities while providing an ethical solution.

Our expert team can assist with any compliance issues by:

  • Providing advice on minimising tax
  • Calculating capital gains tax
  • Corresponding with HMRC
  • Planning your pension
  • Preparing self assessment tax returns
  • Calculating liabilities and advising you of payments
  • Giving advice on stamp duty
  • Advising on UK tax implications around residency issues

Inheritance Tax

Although our advice can potentially enhance the value of assets you can pass to your loved ones, we don’t promote schemes, and our tax planning is based on ethical opportunities – giving you peace of mind.

Increasing property prices are making inheritance tax more complex, so it’s worth speaking to us to find out how inheritance tax may affect you. Even though many households may face less inheritance tax due to the changes in the tax regime in recent years, you could still be subject to tax at a rate of 40%.

The following opportunities are just some of the ways in which we can help you to reduce potential inheritance tax liabilities:

  • Tax-efficient wills
  • Share reorganisations in private limited companies
  • Lifetime gifts
  • Planning in respect of the family home
  • Transferring business assets
  • Transferring assets
  • Agricultural review to ensure relief conditions are met
Trusts-leaflet-image

Testimonials

Meet Our Team

Latest Posts

Kim & Angus, owners of The Wildings Campsite pictured with Shaun Pegler of Randall & Payne Accountants on front of their BBQ hut

The Wildings Campsite

Case Study Categories: Accountancy, Tax
Kim was looking for a new accountant, someone who could share her vision and help her to grow her business and make her dream of building her forever home become…
Read More