INDIVIDUAL

We specialise in advice that’s as individual as you are.

Why pay more tax than you need to?

Here at Tax Agility, we can help you keep more of your hard-earned money in your pocket, which is why we consider it our personal responsibility to help you pay less tax today, tomorrow, and for years to come.

We know all about the different personal tax allowances and reliefs that you might be eligible for. When you get in touch with us we’ll work with you to determine your eligibility for each and every one of these allowances and reliefs to make sure you don’t pay over the odds.

Allow us to guide the way It’s no secret that navigating your way through the British tax system isn’t easy, which is why our experienced accountants and specialists are on hand to guide you through the maze of financial language to help make your tax affairs simple again.

Not only that, we provide a highly personalised service, as we take our time to get to know you on a personal level so to come to understand your individual tax and accounting needs. Needless to say, our success rests upon helping you pay less tax and getting your tax affairs in order. For this reason, our professional tax advisors are always on hand to answer any questions you may have, while giving you honest, impartial advice.

Want to find out more? Contact us today on 020 7129 1199 or get in touch with us via our contact page to arrange a complimentary, no obligation meeting.

Here at Tax Agility we want you to earn, save, protect and invest your money as efficiently as possible; not just for you, but for your children, grandchildren, and all future generations to come.

Our Personal Tax and Accounts Services

Here at Tax Agility we provide a wealth of personal tax and accounting services that are designed to allow you to spend less time thinking about your finances, and more time simply enjoying the kind of life that having your personal wealth (and wellbeing) under control can bring.

Personal Tax

We know that completing your tax return can be daunting, which is why we pride ourselves on providing a proactive, personal service to all our clients. We can manage the entire process for you and deal with HM Revenue and Customs (HMRC) on your behalf, allowing us to remove the stress and administrative burden from your shoulders.

Tax Planning

There’s a whole world of tax savings out there that there’s a good chance you’ve yet to experience. Allow us to maximise the income at your disposal by letting us show you some of the tax saving opportunities currently available to you. Our experience in these areas will help you wade through complex tax regimes and come out on top.

Tax Investigations

We know how stressful it can be when you’re under the microscope. If you’re currently under investigation by HM Revenue and Customs (HMRC), rest assured that our team of professional accountants and tax advisors here at Tax Agility will provide you with advice and support throughout your ordeal; from the interview stage to the conclusion of your investigation.

Trusts and Inheritance Tax

Placing money into a trust is an incredibly tax efficient way to protect your assets now, and in the future. They provide enormous opportunities where it comes to mitigating potential inheritance tax liabilities, which is why they’re often seen as a useful part of your estate planning strategy, helping you to benefit your future beneficiaries.

Specialist Services

Here at Tax Agility we’re proud to offer a proactive personal service that provides all of our clients with tailored financial advice to suit your ever-changing needs. We maintain excellent relationships within the financial services industry, which allows us to ensure that we only recommend best-in class products.

Other Relevant Resources and Services

We provide a wide range of other relevant resources and services that may be of assistance to you; all of which can be tailored to your individual financial circumstances.

Self Assessment Tax Returns

There are a number of reasons why you may need to submit a self assessment tax return; from your duty to report self-employed earnings to your requirement to break-down any investment income. If you meet any of the key criteria for needing to submit a return our expert accountants will help draw one up in no time, while providing you with filing tips to help maximise your finances.

Self-Employed Tax Advice

One of our areas of expertise is in offering highly individual tax advice to the self-employed, whether you’re just starting out on your own or you’ve been successful working for yourself for decades. Nowadays it’s rare for us to hear a question we’ve never heard before, so go ahead and ask us whatever’s on your mind, without hesitation.

Capital Gains Tax (CGT)

It’s possible to sell some assets tax-free, entirely devoid of Capital Gains Tax should any gains you make be under your tax-free allowance for the year in question. Often, however, you’ll find yourself having to pay Capital Gains Tax on any gains you make when selling a particular asset.

We can help. If you do choose to sell an asset, make the most of your Capital Gains Tax exemption limit by transferring certain assets to your partner before the sale. Consider using our CGT Calculator to estimate the approximate amount of your CGT liability.

Personal Investments

When making personal investments it’s important for you to be aware of how much any potential gains you receive from your investment will be worth after they’ve been subject to relevant taxes. Here at Tax Agility we’ll work alongside you throughout your process of making any investments to ensure you make the right choices for your personal situation, and you don’t leave any money on the table.

Exit Planning

If you’re planning on leaving your company in order to maximise your shareholder value (whether through a merger, acquisition, or otherwise), our experienced financial planners can help guide you through a personally-tailored range of options, recommending what they believe would offer you the greatest financial reward.

Calculators and Fact Sheets

We have a range of calculators and fact sheets that help you to estimate future costs and understand how certain areas of financing work:
– The Fuel Cost Calculator can be used to estimate your total fuel expenditure over a twelve-month period.
– The Savings Calculator allows you to estimate how much you will accumulate if you save regularly over a defined number of years.
– Or view our quick guide to find out 10 ways to pay less tax today.

To find out more about how we can save you money, contact us today on 020 7129 1199 or get in touch with us via our contact page and we’ll call or email you back (your preference).