Inheritance Tax Planning Find out more

International Tax Planning Find out more

Private Client Services Find out more

Tax Investigation Service Find out more

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.

• International Tax Planning. If you have overseas or offshore interests, the team of specialist international tax professionals at SFB can help to ensure you are tax compliant and implement tax solutions for any problems you might have. Our team has international tax experience advising individuals and on overseas and international tax issues, including: income tax for non-residents, and all issues regarding overseas property rental and ownership.
• Private Client Services. 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.

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.