Personal
Self-Assessment Return
Annual personal tax return prepared, reviewed by a partner, and filed with HMRC.
£1,200From, per return
- Income, dividends & CGT
- Partner review of every figure
- HMRC correspondence handled
We quote a fixed fee before any work begins. The figures below are indicative starting points — your engagement letter will set out the precise scope and cost.
Annual personal tax return prepared, reviewed by a partner, and filed with HMRC.
A standing relationship: annual planning, in-year advice, and a partner on call.
A rigorous, independent audit and a clear opinion your board and lenders can rely upon.
A partner alongside the board through acquisitions, finance, and the decisions that matter.
A considered plan for passing wealth between generations with minimal tax and maximum harmony.
Establishing and running family trusts — from deed to annual trustee reporting.
Residence and domicile planning for the internationally mobile, with cross-border reporting.
A single trusted office consolidating the financial affairs of an entire household.
Preparing and structuring a business for a clean, well-timed, tax-efficient transition.
| Feature | Self-Assessment | Private Wealth | Corporate |
|---|---|---|---|
| Partner-led engagement | ✓ | ✓ | ✓ |
| Fixed fee, agreed upfront | ✓ | ✓ | ✓ |
| Annual planning review | — | ✓ | Quarterly |
| In-year telephone advice | — | Unlimited | Unlimited |
| HMRC enquiry support | Included | Included | Included |
| Dedicated client manager | — | ✓ | ✓ |
Tell us a little about your circumstances and we will arrange a complimentary consultation with the right partner.