Advising on all aspects of your personal tax affairs

Our private client tax team takes a ‘whole family’ approach, providing compliance services for each family member, as well as family trusts (if applicable) and seeking to maximise family wealth through careful structuring.

All clients are offered a wealth review – highlighting tax planning opportunities and regular meetings with our tax advisers. We seek to understand your needs and aspirations to ensure advice is relevant to your personal circumstances and we keep that advice under review when your circumstances change.

Working closely with investment managers, independent financial advisers and pension specialists we can offer the broad range of tax solutions we know you require. We can advise on all aspects of your UK affairs.

From the Blog

45% Of Gifters Unclear On Inheritance Tax Rules

More than half of people making large gifts of money or assets are unaware of inheritance tax rules that might apply to them. Research of 2,090 people conducted on behalf of HMRC found that only…

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Heather&Co have been our accountants for many years. I have always been impressed with the level of personal service, the latest updates, the good advice that I have received and the high level of efficiency. I would recommend them to businesses both large and small.

Simon Coleman
Director M J Coleman & Sons Ltd