Personal tax
The tax landscape is ever changing. Navigating it can be time-consuming and stressful unless you have 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 our team treat clients as ‘individuals’, 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 will build a comprehensive understanding of your financial matters – and, where appropriate, your personal and family matters. This means we can provide a more thorough, sensitive 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.
You will be allocated a dedicated tax manager. 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 call, an email or a Teams message away.
To help you understand your potential tax liabilities, you can use our tax calculators. They include IHT, payroll, stamp duty, company car, loan and savings calculators.
Tax Fee Protection Service
Every year, HMRC start enquiries into thousands of personal and business tax returns and accounts. Anyone who submits a UK tax return could come under scrutiny.
Many clients only appreciate the true value of Tax Protection Service when they receive an unexpected letter from HMRC.
An HMRC enquiry can arise at any time, whether it relates to a personal tax return, VAT affairs, PAYE compliance, Corporation Tax, or other tax matters.
Even when a taxpayer has done everything correctly, responding to an enquiry can require significant professional time and expertise, and the associated cost run into thousands of pounds.
In partnership with a leading UK provider, we offer tax fee protection to eligible BKL clients. This insurance-backed service is designed to cover the majority of the costs of our professional fees in liaising with HMRC.
Having this cover has brought many clients peace of mind – and, for those clients who have been subject to an HMRC enquiry, a considerable reduction in what they would otherwise have to pay.
