Personal Tax

We all pay tax, but it's important to make sure you're paying the right amount and in the most efficient way.

Katharine Parsons, Bishop's Stortford
Katharine Roach, trainee trust and tax accountant in Bishops Stortford

What is personal tax?

Personal tax is all the money you pay in tax as an individual. This includes income tax, capital gains tax, inheritance tax and so on. We all have to pay it, though the trick is to pay exactly what you owe and not a penny more.

Whether you want to look after your children, sell some assets, or just can’t make sense of a self-assessment form, talk to Tees. We'll deal with any tax issue quickly, efficiently and on time.

How we can help you

We'll take the pressure off you. At Tees, we know the tax system can feel like a headache - but it doesn't have to be. Whether you’re self-employed, own a business, are an executor or a trustee of a trust, we’ll help you manage every step of the process. We can:

  • pull together the relevant documents
  • prepare and file your tax return
  • arrange payments (for example, to HMRC)

You can rely on Tees to provide accurate, clear-headed and plain-speaking advice. With our insight and understanding at your side, we'll help you resolve any tax issues.

Clear, practical advice

We keep it simple. Planning for the future is straightforward at Tees, because we work with you at every step. We'll explain your options, and how your decisions might effect you and your dependents, in plain English. We make sure you're completely informed at every stage, so you fully understand your situation. We also explain the benefits, and any potential risk to you - so we can help you plan to avoid them.

Make an enquiry today

Please opt into our newsletter

From time to time, Tees would like to email you articles and updates about the range of legal and financial professional services we provide.

Would you like to sign up to receive these? You can opt out any time.

View our legal services privacy notice and our financial services privacy notice 

Saving you money

We’ll make the most of tax planning opportunities. Our advice is tailored to you, and geared towards keeping your bill down. This way you can keep more of what you earn, and pay only what you need to. We specialise in:

  • inheritance tax 
  • tax on trusts and estates 
  • income tax 
  • capital gains tax 

Planning ahead

More than that, we’ll help you plan your tax so that you pay no more than you need to. For example, we could reduce your liability via pension contributions, efficient investments and charitable donations.

We'll explore every option, and come up with a strategy that's bespoke to you. It could save more than you might imagine!

You can trust in Tees

We have a lot of experience in dealing with tax issues of all sorts. For example, we manage hundreds of trusts, which are often an important element in a tax plan. What’s more, we offer an umbrella approach to tax planning, which simply means we can deal with practically every aspect. So the sort of services you'll find under our roof include:

  • Accounting, taxation, legal and investment advice for trusts
  • Helping to fund inheritance tax with life policies and equity release
  • Buying discounted gift trusts 
  • Using the Alternative Investment Market 
  • Portfolios 
  • Self-assessment

A service that suits you

No matter what you need, we’re on hand to help. We can visit you in your home, meet virtually, via email or on the phone – whatever works for you, we’ll build our service around you and explain everything in plain language. 

Our tax and legal advisers are based in:

  • Cambridgeshire: Cambridge
  • Essex: Brentwood, Chelmsford, and Saffron Walden
  • Hertfordshire: Bishop's Stortford and Royston 

But we can help you wherever you are in England and Wales.

Call our team today on 0800 0131165

For an initial chat, at no obligation, or fill out our enquiry form and a solicitor will get in touch.

Enquiry form

Designed and built by Onespacemedia