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.

Tony Jones, Cambridge

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.

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, do it over email or on the phone – whatever works for you, we’ll build our service around you and explain everything in plain language. Call us now to learn more about what we can do for you.

Call our Wills and Probate solicitors 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

We understand your situation and our expert team are here to help

Get in touch to speak with someone who can help you move forward.

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Tees coronavirus update

We’re open and here to help you. We’re running as normal with our employees all working from home.

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You can call us as normal on 0800 013 1165 or email us:

You can also find contact details for all our advisers here. 

As a flexible and technologically-adept firm, we already had many home-working systems in place. We have now rolled this technology out to all our employees working for clients, so they can continue to work normally - and from home.

If you are a client, please be assured you can get in touch with Tees and we are still working on your case. To replace face-to-face meetings, we have the facilities to do video-conferencing, conference calls or just speak on the phone, as you need.

Due to the circumstances, please call us if you would have wanted a home visit, and we can organise the best and safest way of being in touch.

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