Home > Private Client > Support
We will meet with you at least once a year to plan the work and deal with any issues. Contact is frequently provided more regularly than this to more active clients.
There will be occasions throughout the year when you may need our help or guidance. All you have to do is pick up the phone and speak to one of the team. Similarly, situations may arise when we need to speak to you.
Here are a few examples of the type of support services we offer:
- Options you may have to reduce your tax bill
- Specifics concerning your tax return e.g. National Insurance, Capital Gains Tax, Investment Tax
- Our personal tax service for more complex planning. It covers areas such as inheritance tax, the use of trusts, planning for tax on share and investment disposals and help with tax enquiries.
- Our Tax Investigation Scheme protects you against significant fees should you receive an enquiry – and at no extra charge.











