The team at SFB provide help for individuals to plan for the future. Our personal tax planning services will help you to achieve your goals!

The team of tax accountants at SFB provide help for individuals to plan for the future. Our personal tax and financial planning services will help you to achieve your goals.

  • Inheritance Tax Planning. Our inheritance tax specialists can help you plan for the future, to reduce the level of inheritance tax your family will suffer when you’re no longer around.

At SFB, we can help you manage your estate planning (in conjunction with lawyers and financial advisers, as required), and also advise on any Trusts you have and your retirement savings so that you can save tax and not encounter any tax issues.

We can offer help and advice in a wide range of areas, including: dividend income, estimated tax payments for future years, tax exemptions, electronic filing of taxes, income tax returns, investment income, self-employment, small business owners, tax breaks, tax compliance, tax preparation and tax strategies.

  • Tax Investigation Service. It is well known that HMRC are proactively targeting individuals (as well as businesses) using sophisticated software that can identify non-compliance and raise tax questions that are then investigated. This software combined with wider powers and increased targets means that your chances of being investigated are rising. Anyone can be selected for investigation –including individual taxpayers. Our advisers are there to help you prepare for any investigation.

If you have a personal tax planning problem that needs solving, let us know. Our team of tax accounts are here to help! To arrange a free no-obligation meeting to discuss how SFB’s full service range of professional services for individuals can work for you, either at one of our premises, your office, or over a digital medium such as Teams or Zoom, please contact us today on 03333 444 171 or enquiries@sfb.group.