Personal Tax Planning Services in Surrey & Hampshire

Our personal tax planning services are not restricted to businesses; we have a dedicated personal tax planning team, skilled at dealing with all individual and personal tax issues. Whether you need assistance with your self assessment tax returns or advice on inheritance tax planning, we at Keith Graham are here to help you.

Our Personal Tax Planning Services include:

  • Advice on minimising tax liability on income tax: Without an effective tax strategy, you could be paying more tax than you owe. Our helpful advice on how to keep liability on income tax to a minimum could save you thousands of pounds a year.
  • Advice on minimising capital gains tax liability: When it comes to Capital gains tax liability, there are multiple methods of keeping them to a minimum. Our experienced team of chartered accountants can advise you on the best methods of keeping CGT to a minimum.
  • Advice on minimising liability on Inheritance tax: If you are looking to take care of your loved ones, make sure that you have an expert in your corner. Keith Graham can advise you on how to make sure that you give as much of your inheritance tax to your family as possible.
  • Advice on minimising non-domiciliary tax liability: If you are planning to make the UK your new home, then you will be entitled to pay your fair share of tax. As the rules are slightly different for non-domiciliary residents, our expert advice can make sure that you are paying the correct amount of tax.
  • Completing and filing relevant personal tax returns: Returning the tax form can be daunting. If done incorrectly, you could be paying the wrong amount of tax for the whole year. With our personal tax services, we can complete the relevant forms for you and make sure everything is in order.
  • Advice on which personal tax payments are due and when: If you miss your tax payments, there could be a costly fine at the end of it; especially if you don’t know you missed it. At Keith Graham, we keep you on top of your tax payments to make sure you never miss a deadline again.
  • Advice on trusts and estates: If you are a trustee paying a trust income, it is important to know that there are different tax rates depending on the amount of income. Keith Graham can help ensure you are paying the correct amount of tax as well as advising on any future payments.

If you would like to discuss our Personal Tax Planning services why not get in touch by calling us on 01252 312561 or alternatively, fill out our quick online contact form and we will get back to you as soon as we can.


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