We work closely with our personal tax clients to prepare self-assessment tax filings for individuals and families. Our client portfolio varies from Company directors and owner-managed businesses, where we balance the needs of the individual with those of the Company to ensure tax efficient profit extraction from the business, to High Net Worth Individuals with large investment portfolios.

We regularly advise on tax residency and domicile, international tax planning and income and capital gains tax mitigation through advance planning and optimising reliefs available.

Companies increasingly request our assistance in exercising EMI options for key personnel upon sale of the company, and tax filings arising therefrom.