Personal Tax
Our private client team is committed to ensuring your tax affairs are compliant but also that you are tax efficient in terms of reducing your tax burden and protecting your wealth.
Within our tax team, we have specialists who focus on private individuals, often as part of our work with owner managed businesses. We provide a highly tailored and personal service to offer the right solution for you and your family.
Stephanie Franklin, our Tax Partner, specialises in supporting non-UK resident and UK resident, non-UK domiciled individuals.
Our services include:
- Preparation and submission of personal and partnership tax returns
- Capital gains tax compliance and advisory
- Inheritance tax compliance and advisory
- Advice and planning on efficient profit extraction
- Trusts and estate planning
- Tax advice for non-UK resident or non-UK domiciled individuals
- Tax efficient investments
- Stamp duty
HMRC
We have great experience not only in dealing with HMRC on a day-to-day basis but also in representing our clients should they be subject to a tax investigation or inquiry. We also offer clients the opportunity to subscribe to our tax inquiry fee protection service at competitive rates to protect themselves from the increased professional fees that can come about should one of these investigations be launched.
“Having recently switched to Donald Reid I was instantly impressed with the level of personal service I received and the clear synergy between their different members of staff. Not only does I feel as if I’d moved to a thoroughly modern accountancy firm, I feel as if I’m working with real people too, which is much appreciated. In Stephanie and Rachel, I have contacts who are immediate and helpful with their responses- I’m deeply impressed by their approach and very grateful for all their efforts.”
Daniel Pullen | Daniel Pullen Photography