Tax Services

Tax advice for private clients

Stress-free management of your personal tax affairs



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 in the case of a divorce settlement, ongoing investment planning for high-wealth individuals or assistance in the purchase of a second home, our team will help you get your house in order.

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’ll 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…

How we help... lifecycle events

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 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’re here to support you, ensuring your tax affairs are planned in the most efficient manner.


When you’ve created a successful lifestyle for yourself and your family, it’s only natural you’ll 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.


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 inquiry arise from HMRC, we’ll happily deal with it on your behalf. Let us worry about your tax affairs, so you can concentrate on living your life…

Want to find out how an upcoming life event might affect your financial obligations? Keen to get your affairs in order protect your family wealth? Give us a call on 0121 667 3882 or email and we’ll be delighted to help.

All done? Great – then give us a call and we’ll go through all the services you need in more detail. And of course if you can’t decide, or you’re not sure exactly what you need, we’re happy to help.

Get in touch

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