Services for Individuals

We provide all the accountancy and tax advice services you have come to expect from an established accountancy firm, including Debt management, Property, Inheritance tax, Trusts and Executorships.

Below is a small selection of our most requested services

Self-Assessment

Whether you are a seasoned professional, or dipping your toes into the world of self-employment for the very first time, the one thing that you have to be mindful of, (which comes round every year without fail) is the completion of your online or paper tax return.

Do you know what expenses you can claim? Request your copy of our ‘sole trader’ checklist - it could save you £££'s the minute you press 'send'.

Come & chat about any tax questions you may have

HMRC Tax Enquiry

If you receive a letter from HMRC who want to look into your tax affairs the most important thing to do is get professional representation.

We can support you during the whole process, managing any communication with them.

Costs to defend yourself could be high, therefore we recommend you protect against any unexpected costs, by taking out Tax Fee Protection Insurance cover.

Come & chat about any tax questions you may have

Retirement Planning

There are numerous ways in which you can save for your retirement: ISAs, annuities or property etc. The most popular of these is with a pension (either a workplace or personal pension).

Let’s sit down, or talk on the phone, and chat through all your options!

Come & chat about any tax questions you may have

Personal Tax Planning

We will help you think about your personal tax so you stay on top of your figures.

We will also throw in a dash of tax planning advice too!

We just want to make sure you don’t pay more tax than you need to.

Come & chat about any tax questions you may have

Our Process

It’s really important for us to understand what matters to you, the needs of your business or your family’s future.

Good to talk

We can call you for a 30 minute chat on the phone or skype.

Meeting

We can meet with you to understand your tax issues.

Assistance

Once we identify what assistance you require, we can send you a proposal.

Review

Please evaluate our proposal, and let's meet up again.

Good to go!

If you feel ready to go ahead, we will take care of the rest.

Come & chat about any tax questions you may have

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Great tips and advice you can download

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Lawrence Grant

We are a member firm of the Institute of Chartered Accountants of England & Wales (ICAEW). Registered to carry on audit work in the UK and Ireland. Our Insurer is Prosure Solutions (per W R Berkley , and IGI), 34 Lime St, London EC3M 7AT (worldwide, excluding North America). Also an independent member of GGI, a multidisciplinary worldwide association of accountants, tax consultants & lawyers.