Call us now on 01491 874 332
 
Email - info@mortimerburnett.co.uk

Personal

 

Personal tax planning

With the tax regime becoming more complex and more emphasis being put on taxpayers’ individual responsibilities, everyone who is subject to taxation needs professional advice and support if they are to optimise their tax position and ensure they meet all the compliance requirements.

We are the tax specialists. As chartered tax advisors we can provide you with year round tax advice on:

  • Income tax
  • Capital Gains tax
  • Inheritance tax
  • Trusts and estates
  • Non-domiciliary tax issues

Every pound of income tax you save means more income at your disposal, every well planned disposal of assets means minimal loss of capital gains, and every inheritance tax saving means more benefit for your beneficiaries.

Make sure you take full advantage of the tax saving opportunities open to you – call us today for a personal tax planning review and speak to our chartered tax advisors.

Trusts

Advice is provided in respect of the following:

  • All aspects of Private Taxation, including Income Tax and the   completion of Tax Returns, Capital Gains Tax and Inheritance Tax;
  • Bespoke Taxation Avoidance Schemes;
  • Business Exit Strategy;
  • Charity Law
  • Executry/Probate and Power of Attorney;
  • Succession Planning and the mitigation of Inheritance Tax, including Wills; and
  • Trust taxation matters and the establishment and administration of trusts for both businesses and individuals.

Advice

With a team of chartered tax advisors, we are able to offer tax advice in Reading, Berkshire, Oxfordshire and the Thames Valley, on all aspects of UK taxation.  UK resident and domiciled individuals are subject to worldwide tax on income and gains and their worldwide assets are subject to inheritance tax on death.  If you are non-UK domiciled you are taxed on a different basis.

We can advise you on whether you are resident in the UK for tax purposes and whether you are domiciled here.  If you are non-UK domiciled, we can also advise you how to structure the ownership of your overseas assets so as to protect them from tax in the UK.

Testimonials

"We started our business in 2008 and used Mortimer Burnett as our advisors and Accountants. They are extremely efficient and have helped us save thousands of pounds in tax" MD - Premier Business Consultants (PBC) Ltd


"We would just like to say how efficient you were in dealing with our Late Mothers affairs and assisting us in getting probate and working out the most tax efficient way of dealing with the Estate" Paul McDonald - Private Client

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Welcome


Based in Goring on Thames, Berkshire, we offer friendly, practical advice and support to local, regional and national businesses.

Our accountancy and taxation services, including small business tax services, are used by sole traders, partnerships and limited companies.

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Testimonials

"We started our business in 2008 and used Mortimer Burnett as our advisors and Accountants. They are extremely efficient and have helped us save thousands of pounds in tax" MD - Premier Business Consultants (PBC) Ltd


"We would just like to say how efficient you were in dealing with our Late Mothers affairs and assisting us in getting probate and working out the most tax efficient way of dealing with the Estate" Paul McDonald - Private Client

View more...