Tax Planning and Advice We offer a range of tax planning and advice services to our clients under two distinct headings, Private Client affairs and Trust Taxation. Private Clients For private clients we offer :- A basic tax return service under self-assessment for PAYE employees, retired clients or those in receipt of investment income. This service is not aimed at self-employed clients who require a more specialised service of an accountant. Tax planning advice in reducing tax liability for income or capital gains tax via a range of generally approved methods. Advice on methods of reducing Inheritance Tax on estates, either prior to death via Wills, Will trusts, Gifts etc. or after through Deeds of Variation. Prospective clients should, in the first instance, contact our Financial Services Manager - click here for details. Trustee Investments We have a fully integrated trust planning and probate department which offers advice on the setting up and running of a range of trusts, providing investment advice to trustees via our Financial Services Department, and completing and submitting trustee tax returns. Prospective clients should, in the first instance, contact our Probate department - click here.