TAX

PERSONAL

OUR SPECIALIST TAX SERVICES

The tax landscape is ever changing. Navigating it can be time-consuming and stressful unless you have expert help.

Whether you’re thinking about this year’s tax return, tax structuring or further ahead to retirement and inheritance plans, we know how important it is for you to make the right decisions with the right guidance.

When our team treat clients as ‘individuals’, it’s never just in the technical sense. We understand that every person who chooses us deserves expert tax advice tailored to their needs and challenges.

We will build a comprehensive understanding of your financial matters – and, where appropriate, your personal and family matters. This means we can provide a more thorough, sensitive covering tax planning and structuring, financial advice via our wealth management team, as well as inheritance tax planning, will writing, and if necessary acting as your executor.

You will be allocated a dedicated tax manager. We can then become as closely involved in the day to day running of your tax and financial affairs as you wish. We will always be just a call, an email or a Teams message away.

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NICOLA HALL

BILSHAN MENSAH

Sam Inkersole

In 2022, Sam won the Taxation’s Rising Star award at the Taxation Awards in and was named in the Accountancy Age 35 Under 35.

Jon Wedge

While Jon’s client work focuses on the financial services sector, he also oversees the firm’s assurance service, as well as supporting the trainees following in his footsteps.

ELANA DIMMER

Elana joined us in 2017 as an ACA trainee, after graduating from Durham University where she had studied languages. She is now a manager in our assurance team.

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