Personal tax planning

We are able to offer our clients professional and independent advice assessing their individual needs and developing a personal tax strategy, which will optimise their tax position and ensure it meets both personal and regulatory requirements.

This will include:

  • Minimising your tax liability for all personal taxes:
  1. Income tax
  2. Capital gains tax (CGT)
  3. Inheritance tax (IHT)
  4. Foreign residence implications
  • Completion of relevant returns
  • Guidance as to when payments are due
  • Advice on trusts and estates

Other areas where we can offer advice include:

  • Tax implication of benefits such as company cars and accommodation
  • Salary versus dividend
  • Maximising tax benefit of working or living abroad
  • Minimizing the CGT liability with the disposal of assets
 

Chartered Accountants

The Institute of Chartered Accountants

Prestons are members of The Institute of Chartered Accountants

Iris Business Software

Iris Business Software

Gold Membership of the IRIS Plus Partner Programme

Sage Business Software

Sage Business Software

Authorised reseller of Sage products