Personal
Because we establish a one-to-one relationship with each client we are able to offer timely, individual advice on how to improve your business or personal finances.
As leading edge accountants we have developed innovative client-focused services that provide not only all the reliable background support you would expect from a professional firm but also forward-thinking advice on how to improve your situation.
Estate Planning
Estate planning is very important to all individuals whether this be because of a personal property portfolio which exceeds the inheritance tax threshold or possibly because of business asset relief which may be available for the transfer of shares in an own or managed business.
Personal Tax Planning
Personal tax planning can take many forms however the ultimate goal is to achieve the lowest personal tax payable.
Retirement Strategies
As we act for a number of business owners when retirement is due it is important that the businesses are transferred to other family members in a tax efficient manner. There is also the opportunity to sell the business to an external party and it is important that the maximum tax reliefs are available for that party.
Self Assessment
We complete over 450 self assessment tax return forms in Sunderland Tyne & Wear on an annual basis.