Personal Tax
With ever-changing rules and regulations, personal taxation can be a tricky area to navigate if you’re not constantly up to date on legislation.
Helping individuals manage their personal tax affairs
Our personal tax services help individuals manage their personal tax affairs and identify appropriate tax savings strategies and opportunities. This allows you to maximise your wealth for the future, as well as ensuring all tax legislation is being met.
Business Asset Disposal Relief
Capital Gains Tax
Enterprise Investment Scheme
Family Investment Companies
International Tax
Seed Enterprise Investment Scheme
Self Assessment Tax Returns
IHT Planning
More than just personal tax compliance
We offer expert services to ensure your tax return is accurate and submitted on time. Whether you’re self-employed, a company director, a landlord, or someone with multiple income streams, we ensure that filing your tax return is as painless as possible. Our tax return service ensures you only pay the tax required and helps you to avoid costly penalties.
Even small changes to tax rules can increase the amount of tax you have to pay, and overlooking these legislative updates can result in fines and interest charges. Our team is here to support your financial well-being by minimising the tax you pay, maximising your personal wealth and securing your family’s financial future.
Steve Holden has provided tax advisory and accounting services to me and my family for over 20 years. He has always been incredibly professional, knowledgeable and responsive in guiding us through a number of complex tax scenarios in the most efficient way possible. His advice has been invaluable and combined with his friendly and personable style, he is a pleasure to work with.
Alan Stote
We have had the privilege of working with the team at Edwards Accounting for over a decade. Throughout this time, they have proficiently managed our family’s comprehensive tax affairs, both in the UK and, where necessary, through their overseas partners. We have consistently found their guidance to be exceptionally clear, pragmatic, and free of unnecessary jargon.
We offer our highest recommendation to any individual or family in need of an expert, professional, and trustworthy tax advisory service.
Why Choose Edwards Accountants?
We provide a wide range of solutions, ranging from routine tax compliance and self-assessment tax returns to personal tax planning services, as well as assistance with complex HMRC investigations and enquiries. We take a proactive approach to taxation, providing clients with advice to enable them to make informed decisions on their own personal tax affairs.
Our experienced personal tax advisors provide a comprehensive range of specialist tax services to a wide range of individuals. Our team focus on optimising tax reliefs and exemptions to enable you to maximise your returns whilst remaining tax compliant.
Key statistics
All the services you need, delivered by a team with deep specialist skills and extensive experience.
Years of serving our clients
Team members covering a variety of specialisms
Business clients
Meet the team
Our team consists individuals who are focused on using their knowledge, expertise and skills to enhance our clients’ business.
FAQs
Tax returns are issued to individuals who HMRC are aware need a return, including people who are self-employed or company directors. Those individuals who complete returns online are sent a notice advising them that a tax return is due.
If a taxpayer is not issued with a tax return but has tax due they should notify HMRC who may then issue a return. A taxpayer is normally required to file their tax return by 31 January following the end of the tax year (tax year end is 5 April each year).
You might need support from a private client tax advisor if you would like the advice of someone highly experienced in this area. At Edwards Accountants, we proactively monitor changes and deliver timely advice to help you reduce liabilities and capitalise on emerging tax-saving opportunities.
By seeking the support of a tax advisor who can help with personal tax planning services, you can reduce the risk of missing key legislation changes that may impact how much tax you have to pay. Not only this, but you’ll save time in the long run, as your tax matters will be handled securely by a team of experts.
Our personal tax advice advisors are here to support you with every aspect of your personal tax position, whether it is helping you prepare your annual Tax Return or offering expert advice on Capital Gains Tax, Trusts or Inheritance Tax.
Our tax professionals work with you to provide a holistic personal tax service by getting to know you better, building a lasting relationship that allows us to act as your trusted adviser so that we can spot issues and opportunities you may have been unaware of.
Our personal tax advisory services include:
- Capital Gains Tax
- Business Asset Disposal Relief
- Inheritance Tax planning
- Offshore tax matters and non-UK residency
- Private client tax planning and wealth management
- Personal and Trust Tax Return and accounts completion
- Tax investigations
- Trusts, Trustees and Estate Planning
To find out how our private client tax and advisory services can help you and your family, speak to our team today.
For individuals, we will investigate your sources of income to ensure you are fully compliant and declaring everything you need to. Next, we will analyse and advise you on the structure of your assets and sources of income to ensure that you are maximising available tax-efficient options.
There are several ways to do this, including sharing certain tax reliefs with your partner, incorporating property investments, or using a trust.
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