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Our Personal Services 

Personal Tax, 
Trusts, Offshore Trusts & Trustees 
Inheritance Tax and Executorships 
Financial Services 
Mortgages


Personal Tax:
We prepare Personal Tax Returns for Private Individuals, Directors & Partners. We ensure that the Self Assessment Tax Returns we submit are comprehensive, timely and accurate such that Inland Revenue enquires are minimised. We also ensure that any tax planning matters are identified so that the tax burden is minimised.

Trusts & Offshore Trusts:
For many years we have worked with a team of specialists to set up bespoke offshore solutions for non-domiciles and to ring-fence valuable assets in offshore jurisdictions. Each case tends to be bespoke so please call to discuss your requirements.

We also prepare Trust Accounts and tax returns and act as Nominee Trustees for UK Trusts.

Financial Advice:
We have partnered with a group of Financial Advisors Lighthouse Carrwood Associates who with full consultation from us give effective Financial Advice in the following areas to all our clients

Mortgages:
We have partnered with the Mortgage arm of Lighthouse Carrwood Associates. The Mortgage advice is fee based. We assist our clients in arranging Mortgages for their homes in the UK and overseas at market competitive rates and provide the relevant information to support their application.