Tax Agility aims to offer resources to make life easier for our customers. Working with us means you will get a quality service that can help you to make sense of your personal tax issues, whether that be your personal tax returns, dealing with personal tax planning, or understanding trusts and inheritance tax.

There are many services that we offer to help you get the most out of your tax responsibilities. We will help to make your tax issues easier to manage and to ensure that you acknowledge any tax saving opportunities you may be due.

Personal tax service

We can take up all your personal tax responsibilities, making sure that we complete all the necessary computations before sending the return forms and communicating with HMRC on your behalf. By leaving everything to us, you can be sure that your personal tax returns are being handled by professionals who can provide you expert care and appropriate, individual tax advice.

What personal tax services can we offer?

We can offer many services relating to your personal tax needs, including:

  • Preparation of self-assessment tax returns
  • Strategic reviews to minimise tax liabilities, including inheritance tax planning
  • Dispute settlement negotiations and revenue investigations
  • Advice regarding pensions and investments

Personal tax planning

We can aid you in making the most out of your income by helping you to take advantage of the personal tax savings that are available. Our professional advice has the potential to optimise your tax position. Working with us will mean that you will have a better understanding of your financial position and you can move forward with a targeted personal tax plan that fits your particular circumstances. We can offer advice on a range of personal tax planning issues, including:

  • Income tax
  • Trusts and estates
  • Inheritance tax
  • Capital gains tax

Trusts and inheritance tax planning

Trusts are useful for protecting your assets for future beneficiaries as they can reduce any impending inheritance tax liabilities. In order to benefit from potential tax opportunities, and to use your trust in an efficient way, it’s a good idea to engage in some inheritance tax planning. We will help you to take advantage of your trust and maximise monetary gain with our useful and personally tailored advice. We can also deal with all the administration associated with trusts, such as book keeping and record keeping. This will alleviate the stress and inconvenience that comes with inheritance tax.

We can offer a variety of services to help you get the most out of your trusts and inheritance tax, including:

  • Advising on tax advantages and helping you to select a suitable trust
  • Advising on wills to ensure tax efficiency
  • Maximising inheritance tax reliefs and exemptions
  • Planning life-time gifts and making full use of exemptions and lower tax rates available
  • Transferring assets into trust
  • Advising on adequate life insurance to alleviate any inheritance tax impacts

For more information on how we can help with all your personal tax needs, call us today on 020 8780 2349.