Personal tax

The tax landscape is ever changing. Navigating it can be time-consuming and stressful without expert help.

Whether you’re thinking about this year’s tax return, tax structuring or further ahead to retirement and inheritance plans, we know how important it is for you to make the right decisions with the right guidance.

When we treat a tax client as an ‘individual’, it’s never just in the technical sense. We understand that every person who chooses us deserves expert tax advice tailored to their needs and challenges.

We firmly believe that the service should be more than just completing an annual tax return. Instead we seek to gain a comprehensive understanding of each client’s financial matters  – and, where appropriate, their personal and family matters.

This means we can provide a broader, more sensitive service covering tax planning and structuring, financial advice via our wealth management team, as well as inheritance tax planning, will writing, and if necessary acting as your executor.

From the day that you become a client, you will be allocated a dedicated tax manager who will work with the relevant partner throughout the year. We can then become as closely involved in the day to day running of your tax and financial affairs as you wish. We will always be just a phone call or an email away.

Our personal tax services include:

For more information or help from one of our tax specialists, please contact us using our enquiry form.

Geraint Jones

Partner, Private Client Tax

T +44 (0)20 8922 9354
E geraint.jones@bkl.co.uk

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