Personal Tax
At MFW, we aren’t all about compliance services. We understand that each individual has their own situations and goals, and, through effective tax planning, we assist our clients in achieving them.
Whilst we appreciate that compliance is important and keeping our clients compliant with financial and taxation regulations is at the core of what we do, advisory services are why we do what we do. We can advise on the need for the relevant compliance forms but also, crucially, advise and assist with planning to ensure that our clients keep more of what they earn and achieve their personal finance goals.
How we can help
Our professional tax accountants and tax advisors have experience in advising in all areas of personal taxation. We can save you time and worry by preparing the computations and completing your self assessment and other returns for you. We can also act as your agent, dealing directly with the H M Revenue & Customs on your behalf and can act for you in the event of an enquiry.
Our tax advisors will also:
- Help you to fully understand your tax liabilities.
- Ensure you are paying the right amount of tax and assist you with your tax planning.
- Advise you on tax mitigation to ensure you only pay the correct amount of tax.
- Ensure you remain compliant.
- Process your tax returns on time.
- Help you to claim any tax refunds.
- Help to protect you from a tax investigation from HMRC with our MFW Tax Investigation service
What our services cover:
- A review of your personal tax situation including your income, property and other assets to help you make the most of all areas of your personal tax planning.
- A bespoke tax plan to help you reach your personal tax planning goals which will include:
- Advice on how to remain compliant.
- Tax planning advice for you and your family to get the most of your personal tax planning immediately.
- Advice on planning the transfer of your personal family and any business assets to the next generation. This includes advice on trusts, Inheritance Tax and Capital Gains Tax.
- Through independent financial advisers we can advise on tax efficient investments and pensions.
- Tax compliance review.
- Preparation and submission of your tax return.
- Liaising with HMRC on your behalf.
- Assistance with HMRC tax investigations.
Book a free initial consultation
Book a consultation to see how we can help you.
