Personal tax, planned as well as filed
We handle your self-assessment from start to finish and plan ahead across income, gains and inheritance, so your whole position is as efficient as it can be.
Individuals and families on the Wirral can bring us everything from salary and pensions to gifts and inheritance plans, not just the yearly tax return.
Book a free consultationWhat we handle
Self-assessment tax returns prepared and filed
Sole trader support: allowable expenses, National Insurance and cash flow
Capital gains tax planning
Inheritance tax planning, including trusts, gifts and allowances
Tax-efficient investment guidance across ISAs and pensions
Bespoke planning for high net-worth individuals with multiple income sources and overseas assets
FEES
Clear, fixed monthly fees, tailored to your needs and agreed in advance. Request a personalised quote and you will know exactly what you are paying, with no surprises.
FAQ
Common questions
When is my self-assessment due?
Online returns and any balancing payment are due by 31 January after the tax year ends, with payments on account due 31 January and 31 July where they apply. We aim to have your return done long before January.
Do I even need to file a tax return?
Commonly yes if you are self-employed, a partner in a business partnership, a landlord, have Capital Gains Tax to pay, or have untaxed income such as savings interest, dividends or foreign income. If you are unsure, ask us and we will tell you straight.
Can you help me reduce capital gains tax?
Often, yes. Timing, use of allowances, transfers between spouses and available reliefs all make a difference, but most of them only work if we plan before you sell rather than after.
Do you advise on inheritance tax?
Yes, including trusts, gifts and the available allowances. Inheritance tax rewards planning early, so it is worth a conversation well ahead of when you think you need one.
★★★★★
"Best accountant I've ever had. Always clear and on time, and responsive to my requests."
Doug Stratton · Google review, July 2026