Personal taxation

Self-Assessment

We produce many year-end tax returns ranging from individual personal tax clients, through partnership returns and high wealth individuals with portfolios of Investments. We know that many find taxation issues very stressful but we are experts in these matters so delegate the worry of this to us. We believe in giving a value added service and will identify, where appropriate, opportunities for personal tax planning and tax advice and take time to discuss these with you.

Personal tax planning

Everyone who is subject to taxation needs professional advice and support if they are to optimise their tax position and ensure they meet the compliance requirements. Our specialist tax team can provide you with year-round advice on all aspects of personal taxation.

Property lettings (residential and holiday lets)

We have many years of experience producing letting accounts and tax returns for clients. We can help you navigate the complex rules regarding Furnished Holiday Lets and residential lettings to help you minimise potential tax liabilities.

Capital Gains Tax

We can help you plan for asset disposal outlining the reliefs available and help to minimise the tax you pay.

Estate planning

Few of us like to think about dying; however the relevant legislation requires us to plan well in advance. This means making the necessary provisions now. There are many tax opportunities available and the earlier arrangements are made, the greater the chance of taking full advantage of our complicated tax system.

It is important when planning to transfer an estate that adequate provision is made and getting the right balance requires considerable skill and foresight – along with a detailed knowledge of the current tax regime. We provide a discreet comprehensive estate planning service.

Trusts

We also have expertise in dealing with trusts; a very tax efficient way to set aside assets for future beneficiaries outside the inheritance tax net. We can advise on the most suitable type of trust to fulfil your wishes, assist in setting up the trust and provide the full range of accounting services required for trust management.

HMRC Investigations and Enquiries

Being the subject of a tax investigation or enquiry by HMRC can be a stressful and worrying experience. We have a wealth of experience in dealing with HMRC investigations. If you are the subject of an investigation, we can provide expert help and support.

Tax protection

With the increased risk of such investigations it may be worth considering taking out our annual insurance policy to protect you and your business from unexpected costs; an investigation will undoubtedly result in additional accountancy work being undertaken. The amount of work will depend upon the complexity of the case but the cost could be substantial.

Contact us for a quote for Personal Tax services.

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BPC Partners, 1 Rockfield Business Park, Old Station Drive, Leckhampton, Cheltenham, Gloucestershire GL53 0AN