Tax planning advice

Many clients benefit from an independent review of their existing financial arrangements and the opportunity to get their papers in order.

Tax planning forms a key part of our service to you. It is important to check that full advantage is being taken of income tax allowances and that capital gains tax liability is minimised. Self assessment of income tax is also a worry we can take off our clients‘ shoulders.

You may well require independent advice on the security of existing investments and the maximising of pension income. Specialist advice is available to you using recommended intermediaries if necessary.

How can our solicitors help you:

Meet the team

Jessica Moseley

Solicitor

Philip Raggett

Partner

Gail Hall

Partner

Judy Pollard

Senior Tax Adviser

Samantha Bradburne

Associate

"They are very client-friendly; I wouldn't hesitate to put an elderly vulnerable client in front of them."


Chambers HNW 2017 – Quote from a care professional