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Premium Personal Tax Service
Our premium personal tax service is designed for clients looking to protect and maximise their family’s income and capital.
The service is bespoke but will include:
Annual meetings with our new personal tax expert Nia Thomas, who joins us from a London-based firm, where she advised high net worth individuals. Nia will also review your income to ensure that you are maximising all available reliefs and allowances.
Enhanced protection from the increasing number of intrusive HMRC enquiries.
Peace of mind
Knowing your tax affairs are being constantly monitored and you are receiving expert pro-active advice. You will also have access to a personal tax helpline for any queries you may have without the fear of a bill.
We will liaise with your financial and legal advisors to ensure that you receive a joined-up approach*.
*For those without financial advisors, or looking for a holistic approach we have also recently launched a new financial and wealth management service fulfilled by Pareto Financial Planning Limited. Pareto work very closely with us, liaising with Partners directly on client matters, and their representative works out of our Stockport and Manchester offices.
If you're interested in learning more, please feel free to contact Rachel Murphy by clicking here or by calling 0161 477 2474