Individual Services
Personal Tax
The UK Tax System is the most complex in the world, with legislation now in excess of 10,000 pages. It is becoming ever more complex despite the aim to simplify it. Keeping up-to-date with the latest changes is made ever more difficult.
At McDade Roberts, you can expect more….not only do we ensure that you meet all your tax obligations, we keep you abreast of any changes in the legislation that may affect you and identify any potential tax planning opportunties that may arise.
We are committed to allowing you to make an informed decision which is why we keep up-to-date with all the latest tax mitigation strategies. We will suggest strategies that are suited to your personal circumstances so you can make the call confident that all options have been explored.
We are dedicated to giving our clients peace of mind and as such many of our clients benefit from our Tax Investigation Insurance. This covers our fees in defending your case should you be selected for investigation by HM Revenue & Customs.
Our core services include:-
Income Tax Self Assessment
Let our experienced team take away the worries of your self-assessment obligations by:
Tax Investigations
Many clients already have the benefit of cover under our fee protection scheme with Abbey Tax Protection Limited, which is designed to provide cover in the event of an HMRC investigation.
Tax Planning Strategies
We are dedicated to ensure you only pay the minimum amount of tax that is due. We not only ensure that you meet all compliance obligations...
Capital Gains Tax
We have extensive experience in advising owner managers on capital gains tax issues and regularly advise on property disposals, business reorganisations and on exit planning.
Inheritance Tax
Inheritance Tax is charged on the value of your estate. For many the family home is the major asset and with no Inheritance Relief due IHT is a real threat.
Trusts and Wealth Management
Setting up a trust can be a very effective way to manage and protect your assets and investments, both during your lifetime and after. A trust is a separate legal entity and any trust is therefore taxed in its own right.
