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Making a Will

Making a Will is one of the most fundamental aspects of estate planning, yet many people do not appreciate its importance.

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Child Tax Credit and Working Tax Credit

These tax credits replaced Working Families' Tax Credit, Disabled Person's Tax Credit and Children's Tax Credit and the child-related elements of Income Support and Jobseeker's Allowance.

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Planning for you and your family

No matter what your age, personal or financial status, you will have dreams, and expectations. With the impact of the ongoing flat economy also necessitating further review, we can advise and help you plan how to make your goals a reality.

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Trusts and executorships

Trusts are relatively easy and very tax efficient way to set aside assets for future beneficiaries outside of the inheritance tax net.

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Self assessment

Many taxpayers struggle to understand the complex tax returns and complete them correctly.

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Retirement strategies

Everyone hopes to maintain the same standard of living in retirement as they presently enjoy while working, but to achieve this requires considerable forward planning.

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Personal tax planning

With the tax regime becoming more complex and more emphasis being put on taxpayers' individual responsibilities, everyone who is subject to taxation needs professional advice and support

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Estate planning

Few of us like to think about dying, but equally few of us could live with the thought that we have not made adequate provision for family and friends who survive us.

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State pension

State pension rates, pension credit and winter fuel allowances .

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Giving to charity

Gift Aid is the main vehicle for tax efficient giving to charities. It applies to any donation whether large or small, regular or one-off.

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