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INDIVIDUAL

Personalised tax advice that is as unique as you are

You work hard for your money, so we work hard to keep it in your pocket

You want to do the right thing and pay the right amount of tax. At the same time, you want to protect your hard-earned money and build a future for yourselves. You want honest, professional tax advice from trusted chartered accountants who are keen to protect your interests. If this sounds like you, you’ll be glad to know that our Personal Tax accountants are here to help.

Personal Tax accountants

Tax shouldn’t nag at you and money shouldn’t keep you awake at night. Our Personal Tax accountants are here to help you spend less time thinking about your finances but more time focusing on growing your personal wealth.

We do this by reviewing your incomes versus tax obligations and exploring legitimate options to reduce your tax bills accordingly. For example, by using the right allowances and reliefs, you can make the most out of the available opportunities in the tax system.

The benefits of hiring our personal tax services include:

  • You receive a responsive and friendly service
  • You get a personalised service tailored to your circumstances
  • You become tax-efficient and remain compliant with the tax rules
  • We offer competitive pricing with no hidden charges
  • 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
  • We look for long-term relationships
  • We are ICAEW chartered accountants

Call our Personal Tax accountants on 020 8108 0090.

Personal Tax services

Self Assessment

Self Assessment is a system which HMRC uses to collect Income Tax from self-employed individuals, partners in a business partnership, high earners with income over £100,00 and anyone whose income is not taxed under PAYE. Trustees, landlords, homeowners with Capital Gains, as well as executors of estates may also need to complete a Self Assessment tax return.

At Tax Agility, our Personal Tax accountants will work with you to look at how you can reduce your tax liabilities. We can also act as your agent when it comes to submitting your Self Assessment tax return and dealing with HMRC.

Personal Tax planning

All of us have access to multiple tax-saving schemes that allow us to be tax-efficient legitimately. The challenge, of course, is that not everyone has the time to research options, read up tax regulations, spend time to plan and apply the appropriate schemes. This is where our Personal Tax accountants can help.

Allow us to maximise your disposable income by showing you some of the tax-saving opportunities currently available to you. Our experience in personal tax will help you wade through complex tax regimes and come out on top.

Trust and Inheritance Tax

A trust is a legal arrangement that allows you to transfer assets into and by doing so, the assets will not be considered as part of your estate for Inheritance Tax purposes.
Our Personal Tax accountants will work with you to see if trust could be an effective solution for you and help you with Trust and Estate Tax Return.

Capital Gains Tax

Many items of value are subject to Capital Gains Tax when you make a profit from selling them but there are allowances and reliefs available. You can also reduce your tax bill by transferring certain assets to your spouse before the sale, choosing the right timing for the sale, and by deducting losses.

Our Personal Tax accountants can certainly help. We provide solid, honest advice on Capital Gains Tax so you can enjoy the benefits of appreciation of your assets.

Personal investments

When making personal investments it is vital to know how much any potential gains you receive from your investment will be worth after paying the relevant taxes. There are also tax-saving options like the Enterprise Investment Scheme (EIS) and Seed Enterprise Investment Scheme (SEIS) which may be applicable to you.

At Tax Agility, we will work alongside you throughout your investment process to make sure that you have the right tax advice every step of the way.

Self-employed tax advice

One of our areas of expertise is in offering personalised tax advice to self-employed individuals. Whether you’re just starting out on your own or you’ve been successfully working for yourself for decades, safeguarding your hard-earned money is our top priority. We have a range of accounting options to suit self-employed, so you can decide the level of engagement that works for you. For more information, visit our Contractor Accountants page.

Exit planning

If you’re planning on leaving your business (whether through a merger, acquisition or otherwise), our experienced chartered accountants can help guide you through a range of options, recommending strategic moves that would offer you the greatest financial reward.

Tax investigations

It can be incredibly stressful when you have questions from HMRC but you can rest assured that our team of professional accountants and tax advisors here at Tax Agility will provide you with solid advice and support throughout.

Specialist services

Circumstances can change for everyone. You may be starting a business partnership, moving overseas, going through a divorce, remarrying, receiving a taxable windfall – each of these circumstances may have an implication on how much tax you pay. If you need useful tax advice before starting a new chapter in life, give our accountants a call.

Call our Personal Tax accountants on 020 8108 0090.

Personalised service

Everyone has a unique tax situation, therefore the tax advice you get should be unique to you too. Here are a few examples.

If you’re a self-employed individual

There are many benefits a self-employed person enjoy, including maximising tax-deductible expenses and using tax-saving schemes. We can certainly help you with your accounts. In addition, when your business reaches a point where it makes more sense to progress from a sole proprietorship to a limited company, depending on the tax rules, we will explore that for you.

If you’re a landlord

If you’re a landlord with multiple buy-to-lets, you need accountants that truly understand property tax – from identifying costs of acquisitions, maximising relief for tax allowable expenses to structuring your rental income.

If you’re an investor

All investments have some degree of risk – you may make or lose money – so becoming tax-efficient during good times is vital, so does knowing how to use losses to offset against gains.

The first consultation is free

To add value to your financial situation, we must first understand your income and tax exposure. This is why we offer a free first consultation to learn about your personal financial circumstances before we can propose a plan that can help to reduce your tax obligations legitimately.

Call our Personal Tax accountants on 020 8108 0090.

Alternatively, use our contact form to get in touch.

Relevant pages:

You can also contact our local Personal Tax accountants in Richmond, Putney and Wimbledon, as well as our small business accountants in London.