Personal Tax

Our valued personal tax clients are individuals with a wide range of needs and circumstances. Our philosophy is to get to know you and build service as bespoke as you are.
How we can help
With a deep understanding of tax legislation at both a personal and corporate level, our team of experts is focused on delivering the highest level of tax advice. We'll make sure you understand your tax obligations and don't pay more tax than you should.
Technology
Personal Tax
We embrace market-leading technology to be more efficient. It frees up time to spend with you talking about your plans.
Expertise
Personal Tax
The team has a wealth of knowledge on tax-efficient schemes, pension planning, and capital gains tax mitigation to minimise your tax.
Long term
Personal Tax
We're in it for the long haul; our team will work with you to understand your needs and assist with tax planning for the long term.

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HR
HR services are much more than hiring and firing. Strengthening your team, employee engagement and development and creating the right culture is a tricky balance to strike.
Company Secretarial
Helping you achieve compliance and administrative requirements.
Personal Tax
Our valued personal tax clients are individuals with a wide range of needs and circumstances. Our philosophy is to get to know you and to build a service as bespoke as you are.
Corporate Finance
We know that it's a big decision when selling your business, raising capital or looking to acquire another business. Our corporate finance team can help you every step of the way.
Accounts & Tax
As you might expect from a firm of accountants, we provide a comprehensive range of compliance services to ensure all your statutory accounting requirements are taken care of.
US Tax
Whether you're a US ex-pat or UK citizen earning a US income, our dedicated team of US tax advisors can bring you clarity around your affairs.
Outsource Team
Accounts processes, payroll and HR, are the most common functions to be outsourced; we work with a range of clients with varying degrees of complexity.
Virtual Finance Director
A Virtual FD is a qualified accountant who will spend as much time and energy on your business as you need, offering flexibility without the worry of employing a full time or permanent resource.
Tech
It's a super flashy title, but nothing to be afraid of. Typically, a tech (or app) stack is a collection of add-on applications designed to satisfy specific functions within a business.
Software Training
The simplicity, connectivity and seamless reporting of our innovative cloud-based accounting technologies have revolutionised how we work with our clients and how our clients do business.
Payroll
We all enjoy that feeling when it's payday; however, payroll is a massive headache for many business owners, with that fear of making mistakes and with the various layers of complexity involved.
Bookkeeping
Accurate record-keeping is the foundation of any good business, but it can also be the most time-consuming and requires dedication.

Related resources

HMRC Issues New Tax Scam Warnings
HMRC Issues New Tax Scam Warnings
November 25, 2021
 by Rebecca Duale
HMRC Issues New Tax Scam Warnings Fraudsters are continuing to target taxpayers with scam emails...
Inheritance Tax and Domicile
Inheritance Tax and Domicile
November 25, 2021
 by James Mee
Inheritance Tax and Domicile Domicile is a general legal concept which in basic terms is...
Tax Dates December 2021/January 2022
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November 21, 2021
 by Suzanne Hollander
Tax Dates December 2021/January 2022 1 December 2021 – Due date for Corporation Tax payable...
Autumn Budget 2021 – Tax on dividends
Autumn Budget 2021 – Tax on dividends
October 28, 2021
 by Suzanne Hollander
Autumn Budget 2021 – Tax on dividends As we break down the Chancellor’s Autumn budget...
How to use your Personal tax accounts
How to use your Personal tax accounts
September 9, 2021
HMRC’s Personal tax accounts (PTAs) were launched in 2015. The service works as an online resource to

Meet The Team

If you’re looking for a responsive accounting partner then look no further.

We’re packed full of experience and knowledge all topped with a huge amount of enthusiasm.

James Mee

Trusts & Estates Manager
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Suzanne Hollander

Tax Director
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Sheila Perrett

UK Tax Administrator
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Nikki Shepherd

Head of Personal Tax
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Yinchao Zou

Senior Tax Associate
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Mila Webster

Tax Associate
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Adam Hatchard

Tax Associate
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Lisa Harold

Tax Associate
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