Services for Individuals

We focus on you and your family as individuals. We listen and understand your personal priorities and requirements, when it comes to dealing with your tax and financial affairs.

Many of our clients are second and third generations of families that we have acted for over the decades.  We believe in building and maintaining relationships so that we can fully understand what your business and personal finance objectives are and then work with you to provide the appropriate solutions.  As time goes by your circumstances are likely to change and we can help you adapt your plans to meet your new requirements.

We have a team of experienced and qualified advisers who can help you with your finances; we advise individuals on their tax affairs, tax planning and inheritance planning.

Estate Planning & Trusts

From cradle to grave; we have an expert team to help you and your family with all aspects of tax planning to help ensure you can make the most of what you have now and provide security for future generations.

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Personal Tax Planning

Our specialist tax team can help you with all aspects of your tax affairs, be it business or personal. From day to day compliance and returns to advice and planning we have the solutions for you.

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Probate Services

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Retirement Planning

We work alongside our own independent financial services company to ensure that you have a complete solution to your retirement planning needs

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Self Assessment

We can take away the worries of complying with self assessment by ensuring that your returns are accurate and filed on time and provide you with the peace of mind that you are paying no more tax than you should.

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Tax and Personal Savings & Investments

We can help you understand the complex rules of the taxation of savings and investments to ensure a complete solution to your investment and savings planning.

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  • Business Update August 2019

    Business Update August 2019 BUSINESS UPDATE The latest edition of our Business Update series is now available Whilst our politicians revel in their own inabilities to govern, just like father time tax changes march on. EMPLOYER/EMPLOYEE TAX MATTERS Our latest July/August newsletter address several work-related issues. In our feature story, we highlight recent changes in […]
  • Business Update – Summer 2019

    Business Update – Summer 2019 BUSINESS UPDATE THE LATEST BUSINESS UPDATE FROM KSK What with the Brexit fiasco continuing to drag on it is quite understandable that some people may be thinking that we are all caught up in some interminable Groundhog Day. In our latest edition of Business Update we remind you that unlike […]
  • Business Update Winter 2018

    Business Update Winter 2018 BUSINESS UPDATE The latest edition of our Business Update series is now available Unsettled weather ahead! The weather this year continues on its topsy-turvy course very much like the current economic climate with all the political shenanigans and continued uncertainty over Brexit. Making Tax Digital Given the wide-ranging potential consequences of […]
  • Business Update August 2018

    Business Update August 2018 BUSINESS UPDATE The latest edition of our Business Update series is now available Just as the unusually balmy weather appears to be breaking storms are also brewing up on the political front that could set the scene for higher taxes. With consultations underway on inheritance tax and savings and investment income, […]
  • News Roundup Thursday 28th June 2018

    News Roundup Thursday 28th June 2018 NEWS ROUNDUP TAX NEWS Nine in 10 lawyers don’t understand stamp duty The Telegraph’s Sam Meadows reports that home buyers are routinely paying too much stamp duty because their solicitors fail to understand complex rules. Research by Nimesh Shah, a partner at Blick Rothenberg, found that as many as […]