For Individuals

Lewis Hak

Tax compliance and advisory services built around you.

Lewis Hak

Estate Administration

Jane Welch

At the most difficult of times, our job is to offer sympathetic advice and practical assistance.

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Inheritance Tax

Carly Rushmere

These days, Inheritance Tax (IHT) isn’t just something that affects the wealthy; many of us can be caught out without realising it.

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International Tax for Individuals

Kevin Bunting

With greater freedom to live and work abroad, more people are facing international tax issues. Our team of experts will be with you every step of the way.

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Pension Fund Management

Will Gaines

Helping you secure your retirement.

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Personal Tax Returns

Sophie Spaul

Taking responsibility for the preparation and submission of your annual tax return. Supporting you with HMRC enquiries and tax payment planning.

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Personal Tax Planning

We help to protect your interests and simplify your financial affairs so you can get on with the business of living life.

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Planning for Retirement

David Haughton

Planning for the future is vital to ensure that you get the very best out of your retirement.

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Protecting your family

Teresa Baker

We can show you the best way to protect your most valuable assets, your life, health and income.

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Tax Investigation Service

By subscribing to our cover, you will have the comfort of knowing that we can fully defend you at no extra cost if you fall under HMRC’s spotlight.

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Trusts

Providing experienced advice with regard to the formation and administration of trusts, helping you utilise the benefits to protect yourself and your family.

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Wealth Management

Matthew Harrington, Lovewell Blake Financial Planning

We pride ourselves in providing individually tailored services to our clients. Whatever your aspirations and priorities in business and life, we will be by your side with expert advice from local specialists. It is because your needs are unique, that the solutions we provide are distinct and personalised to you.

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Wide-ranging tax planning and compliance services for individuals seeking advice and guidance from our team of experienced and highly qualified professionals.

Friendly and coherent advice and guidance on accounting and tax matters for small business owners including those starting out for the first time.

Established businesses requiring accounting and tax compliance services, forward thinking tax planning advice and the support to help your business succeed.

Our full range of enhanced corporate services aimed at large companies and those requiring audit, assurance, corporate tax advisory and diverse tax planning services.

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