Personal Taxation Services
 

  

We are able to offer a comprehensive taxation service to private clients, and our services include:-

Compliance
The preparation of Personal Tax Returns and their submission, where appropriate. Checking Statements of Account issued by H.M. Revenue & Customs and advising on the payment of tax due.

Capital Gains Tax
The computation of the liability in respect of disposal, either actual or deemed, including where appropriate the making of all elections to minimise any tax payable. We also negotiate with H.M. Revenue & Customs with regard to valuation of assets, particularly unquoted shares and business valuations.

Inheritance Tax
We are able to provide advice to minimise the charge to inheritance tax which occurs at a time when most clients are not able to make such amendments that could reduce the tax payable. The computation of any inheritance tax payable can be quickly and effectively carried out by our staff.

Taxation of Trusts
The taxation of trusts is a specialised field in which we are experienced. Dependent upon the nature of the trust and the events happening in the trust, a charge can be levied to Income Tax, Higher Rate Tax, Capital Gains Tax and Inheritance Tax or a combination of these. We are able to advise upon the optimum ways to mitigate these tax charges.

H.M. Revenue and Customs Investigations
The Self Assessment regime introduced in 1996 allows H.M. Revenue & Customs to conduct enquiries into a taxpayer’s affairs at random and without reason.

The number of enquiries undertaken by H.M. Revenue &Customs has risen in recent years, and at Bland & Co. we have developed a proficiency in dealing with these enquiries at the minimum cost to the client. We have the facility to offer optional Insurance cover in this respect.

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