Tax Services

Tax support for individuals

Stress-free management of your personal tax affairs

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Personal wealth planning made easy

As well as a wide range of tax services for businesses, Inform Accounting offers expert advice and support with your personal tax affairs too - helping you make your money go further while fulfilling your obligations to the powers that be.

Whether it’s support following a life changing event, ongoing tax advice or compliance with your annual reporting requirements, our team can help you. 

A partner for the long term, we will work closely with you to understand your unique requirements and situation, and provide clear, jargon-free advice that’s easy to understand.

Above all, we will take the stress of your tax affairs off your shoulders - because let’s be honest, you’ve probably got better things to be doing with your life…

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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?
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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
  • Family Office services
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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.

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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.

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Download your free guide on HMRC investigations

However well-run your business, however organised your accounts - nobody is immune from the possibility of an HMRC tax investigation.

Our free guide looks at:

  • Triggers for a tax investigation
  • Different types of investigations
  • How investigations work
  • What investigation fee protection is
Download
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