Inform Accounting | Tax support services for individuals

HOW WE HELP...

ONGOING TAX ADVICE FOR HIGH-WEALTH INDIVIDUALS

When you have created a successful lifestyle for yourself and your family, it’s only natural you will want to protect it. That’s why we offer ongoing and pro-active tax advice for wealthy individuals, to help you maintain your lifestyle and your legacy.

We can provide advice on Inheritance Tax and Will planning (including the use of trusts), tax efficient investments and Capital Gains Tax planning - both in terms of your personal and business assets.

We can also offer a bespoke set of Family Office services to take care of your family’s financial affairs in full – for instance providing monthly personal accounts, bank reconciliations, statements of worth and more.

HOW WE HELP...

COMPLIANCE SERVICES

Across all your personal tax affairs, it is, of course, vital to ensure that matters are reported accurately and in a timely fashion to HMRC via your annual self assessment return.

We can take care of all this for you, taking responsibility for the preparation of personal, partnership and trust tax returns, as well as trust accounts and IHT forms.

And, should any enquiry arise from HMRC, we will happily deal with it on your behalf. Let us worry about your tax affairs, so you can concentrate on living your life.

Here for whatever life throws at you

The need for personal tax advice can arise at any time. Indeed, from marriage to divorce, the birth of a child to the death of a loved one, most of life’s key moments hold significant implications for your financial and tax affairs.

Other notable tax events include selling a business, retirement, moving abroad, buying a holiday home or receiving a large lump sum - be it by way of lottery win, inheritance or redundancy.

In every case, we are here to support you, ensuring your tax affairs are planned in the most efficient manner.

How we help

Want to find out how an upcoming life event might affect your financial obligations? Keen to get your affairs in order to protect your family wealth?

Ongoing tax advice for high-wealth individuals

We can provide advice on:

Inheritance Tax and Will planning (including the use of trusts)
Tax efficient investments and Capital Gains Tax planning
Family Office services

Compliance services

Reporting you tax affairs accurately and in a timely fashion to HMRC via your annual self assessment return is essential, but taxing (excuse the pun!).

We can take care of all this for you, whether that means preparing you personal, partnership or trust tax returns. Let us worry about your tax affairs, so you can concentrate on living your life.

Ebook

Download your free financial KPI guide

Need help setting and achieving your goals? The KPIs listed in this guide will help provide the insight you need to keep your business growing. We can help you set your targets, track your data and report back through the provision of management accounts - a monthly or quarterly set of statements that put you firmly in control of your finances.

Get the guide