“The best way to teach your kids about taxes is by eating 30% of their ice cream” – Bill Murray

Very few people enjoy paying tax…

With our personal tax advice we can help you to legitimately and uncontentiously minimise your tax bill. We do not engage with spurious tax avoidance schemes.

We can help with:

  • Investment Management
  • Wealth Management
  • Financial & Tax Advice
  • School Fee Planning
  • Pension Advice

If you would like to speak to us please book a phone call by clicking here

Our meetings are always free and carry no obligation

Email us at

Call us on 01635778888

Or come and see us at: The Old Brewhouse, Yattendon, West Berkshire, RG18 0UE

Our personal tax advice is limited to what is within the remit of financial planning, areas in which we have expertise include:

Inheritance Tax

Inheritance Tax (IHT) is a tax on the estate of a person after their death and it is a key area within personal tax advice.

Inheritance Tax is often referred to as an “optional tax” as it is straightforward to mitigate if planned far enough in advance and sometimes it is even possible closer to the end of life.

Many people find it extremely frustrating that after a lifetime of working and paying taxes they are then taxed upon death meaning that their family do not benefit fully. Inheritance Tax planning can help ensure you pass your estate on to your loved ones as tax efficiently as possible. Our experience tells us that the earlier the conversation is had, the more successful the transfer of wealth can be.

Income Tax

Income Tax is payable on most types of income and is the most typically discussed area within personal tax advice.  This includes income from employment (including self-employment), pensions, property, savings and dividends.

The amount of income tax a person will pay depends on the amount of income they earn. The highest rate of Income Tax in the UK was 90% in the 1970s prompting many high earners to move abroad.

Certain allowances and reliefs are available to reduce Income Tax liabilities.

Capital Gains Tax

Capital Gains Tax (CGT) is a tax on the profit you make when you sell an asset for more than you paid for it.  It is key when considering personal tax advice and retirement planning.

The amount of Capital Gains Tax payable typically depends on the Income Tax band the client falls into.

There are certain allowances and exemptions which may reduce your Capital Gains Tax bill and children also receive the same Capital Gains Tax breaks as adults, so they need to be considered when taking personal tax advice.