Personal tax
Peace of mind that your tax return is in safe hands and that your tax planning opportunities are being considered.
Personal tax compliance
For some people, tax compliance is a major source of stress. Collating the information is the easy part, but taking the right deductions, completing the correct sections of the return and not missing any opportunities or inviting a tax enquiry can be a worry.
We liaise directly with your investment manager, banker, lettings agent, or the finance department in your business. We will remind you of what we need, and when we need it. We combine all of this information, prepare your tax computation and return, then discuss it with you explaining the figures. We will tell you what to pay, and when to pay it. You will have peace of mind that you’ve met all your obligations to HMRC. Then we check everything is correct behind the scenes on your tax account.
Careful preparation of the tax return minimises the risk of a tax enquiry, but there doesn’t need to be a red flag on your return, HMRC also pick some at random to have a look at. If you receive an enquiry notice we will support you throughout the process, liaising directly with the Inspector on your behalf. We work to provide the necessary information and explain the figures in the tax return, aiming to get the enquiry closed quickly and without amendment.
Personal tax planning
Our specialist knowledge and expertise will help you to take advantage of any tax planning opportunities that may arise and ensure that any existing tax strategies are still effective.
In order to put the necessary planning measures in place, our private client tax team stay in close contact. We are available to answer any questions that you have throughout the year. We monitor the financial and professional tax press, looking for opportunities and developing practice.
When the Chancellor sits down after delivering the budget we scrutinise the documentation to work out the implications and opportunities. There are many aspects to personal tax planning, ranging from the careful and efficient use of tax allowances to the use of trusts and specific rules applicable to non-dom clients.
Why work with us?
All Lewis Golden clients benefit from our exceptional standard of client care, our depth of experience, and our distinctive approach.
Person to person meeting
We’ll get to know you with an in-depth initial consultation.
We understand your goals
Our team is dedicated to helping you realise your ambitions, and ready to support you at every stage.
We create a plan
We’ll create a structured plan to reach your goals, continuously reviewing your performance and progress towards them.
“We take the time to get to know our clients, to provide them with the bespoke service that we pride ourselves in.”
Neil Edwards
Partner at Lewis Golden
Precision with personality
Let us take your worries away
Our people are what really make us stand out. The Lewis Golden team is made up of brilliant individuals with a wealth of experience and a sharp focus on the work they do.