03333 444 171

Personal Taxation

Professional services for minimising your personal tax burden.


As chartered accountants and tax advisers, SFB offers proactive, timely and cost- effective tax solutions for our private clients. We will also deal with HMRC on your behalf.

With tax legislation becoming more complex, the need for specialist tax advice and tax preparation services is becoming increasingly important for individuals. Our team of tax consultants will manage your financial planning in order to minimise your tax exposure and tax liability through our specialist advice and technical knowledge.

In addition to providing tax compliance services such as Self-Assessment Income Tax Returns and Repayment Claims, our experienced accountants also offer advice on the following:

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  • Inheritance Tax, Trusts and Estates. We will work with you on your retirement-plan and estate-planning to ensure that that the inheritance tax bill for your beneficiaries is minimised and that all investments are inheritance tax efficient. We will also work with you on your succession planning for your business.
  • Income tax. We make sure your individual income tax affairs are accurate for all your earned income (and any unearned, inherited income, too) and the returns submitted well in advance of the due dates, so you are fully compliant, only pay what you have to and avoid penalties.
  • Capital gains tax. This tax has many complexities and our tax accountants will use their experience and expertise to ensure that it is minimised.
  • Employment taxes. From advising on dividends to the most tax efficient form of remuneration, we will manage all of your financial records and information so your employment taxes are as low as they can be.
  • Residence, domicile and property taxes. From overseas living and rental property our accounting advice will ensure full tax efficiency and compliance across jurisdictions.

Our team of tax specialists can help with all your personal tax needs, ensuring you, as a taxpayer, are compliant with all the latest tax legislation for each year end.

For more information on the tax saving opportunities that you could take advantage of, please call SFB on 03333 444 171 or email tax@sfb.group and arrange an initial free no obligation meeting to consult an SFB tax advisor.

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