Individuals

Tax return compliance – we advise you on your tax reporting requirements for income and capital gains.

We calculate tax payable and forecast your future tax liabilities.

We advise on tax issues relating to residence and domicile – whether you are coming to or leaving the UK, and during your time here.

We help you with tax efficient pension planning.

If you are self employed we help you with the additional tax burdens such as VAT and PAYE

As independent Lloyd’s tax advisers, we can advise on CER’s, SRF and pensions, conversion to limited liability vehicles, HASP etc. We forecast Lloyd's taxable results and estimate future tax liabilities and repayments. See under Lloyd’s of London for further details.

We can advise on the tax treatment and opportunities for ‘buy to let’ properties.

For clients with share options – we advise on the tax implications of exercise and sale.

We can help you plan to minimise your lifetime tax liabilities as well as provide advice on estate planning to minimise inheritance tax. We have considerable experience of estate planning for Lloyd's names.