Personal tax return service, along with Capital Gains Tax and Inheritance Tax advice for residents in Richmond-upon-Thames

Specialising in Income Tax, Capital Gains Tax and Inheritance Tax, we’re here to help you protect your hard-earned money.

A hard-working borough, Richmond-upon-Thames has long enjoyed a higher employment rate than many other parts of London. According to the 2019 ONS data, 81.3% of people aged 16-64 classified as employed in Richmond, compared to just 74.5% of the same group in London.

Hardworking is a virtue. To protect your hard-earned money, it’s worth looking at legitimate ways in which you can lower your tax bills and this is where the dedicated Personal Tax team at Tax Agility can help.

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Self Assessment for residents in Richmond-upon-Thames

If you are a self-employed individual, a company director whose income is not taxed under PAYE, a resident with untaxed income, or one of the million individuals in the UK who must complete an annual Self Assessment tax return, you can rely on our efficient team to complete the computations, submit the return on your behalf and represent you if HMRC has any questions.

Richmond is a thriving borough with many self-employed contractors or freelancers – many of them are our long-term clients who value our commitment to them. They delegate the Self Assessment work to us because they know that we can do it more cost-effectively, allowing them to focus on building their business.

Contact us today on 020 8108 0090 to start a discussion.

Capital Gains Tax

While most people associate Capital Gains with buy-to-let, other items of value like paintings, jewellery, coins and stamps are also subject to Capital Gains Tax when you make a profit from them.

Thankfully, there are reliefs and allowances for these profits, although how much you can get depends on the rate of tax you pay on your income and what your tax-free income threshold is for that year.

We can help to calculate Capital Gains Tax accurately and explore available options such as transfer of assets, use of a spouse’s allowance, and management of gifts, all of which are legitimate ways to reduce your tax liability.

Give our team in Richmond-upon-Thames a call on 020 8108 0090 to discuss options pertaining to Capital Gains Tax.

Inheritance Tax

You’ve worked hard throughout your life to provide for your family. Naturally, you want your loved ones to cherish your legacy in the future after you’re gone, this is where Inheritance Tax planning can really make a difference.

There are several ways to lower the Inheritance Tax bill legitimately. Among them are gifting to a spouse, gifting to family members, putting your assets into a trust and leaving something to charitable causes that are close to your heart.

Residence nail-rate band can also affect Inheritance Tax and the rate changes from time to time. If you want to understand how you can protect your assets through effective estate planning, give us a call on 020 8108 0090 today.

Tax Agility Chartered Accountants

A Local Tax Return Service for the community of Richmond Upon Thames

Tax Agility offers cost-effective Personal Tax services

Everyone’s situation is unique and therefore, the tax advice you receive should be unique to you too, which is why we don’t offer one-size-fits-all tax advice. You can decide on the level of engagement you want from us and the fees are transparent with no hidden charges.

With us, you can also expect the convenience of a local Tax Agility office where you can pop in and meet one of our tax professionals.
Preparation of Self Assessment takes time and effort, which is why we are here to help.

The benefits of hiring our Personal Tax services:

  • You receive a responsive and friendly service
  • You get a personalised service tailored to your circumstances
  • Competitive pricing with no hidden charges
  • The convenience of a local Tax Agility office in Richmond-upon-Thames
  • We remove the tedious information gathering process from you
  • We learn about the changing tax obligations so you don’t have to
  • We are professional and welcome your query, be it big or small
  • We aim to save you money
  • If HMRC wants to review your case, we will help you to negotiate

For all your personal tax planning, self-assessment preparation and submission, all from a genuinely local tax return service in Richmond, call the helpful and friendly tax professionals at Tax Agility’s Richmond office today on

Tel: 020 8108 0090

Our Address: Tax Agility, 12C Eton Street, Richmond, TW9 1EE

Areas we cover