Personal tax

You & your family

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Personal tax planning

Filling in a personal tax return, whether on paper or online, can be a nightmare for many people.

Britain has some of the most complicated tax laws in the world and the rules are changing rapidly according to how the economy is moving, and because of new measures being introduced at seemingly regular intervals by the Government of the day.

Failing to stick to the rules including late filing and making mistakes can result in severe penalties. Finding your way round tax reliefs for pension contributions, loan interest and even donations is complex and the sensible way forward is to get us to help you in tax planning so that you can mitigate your liability for income tax.

Working hard you will want to retain as much of your income as possible. We already prepare nearly 4,500 tax returns for individuals each year so can help in that process and also advise you on a long term basis how best to look after your personal wealth.

You may find our tax tips download informative.

Speak to a tax planning expert

Laura Herbert

Laura Herbert

Director

Bicester

Nicola Hicks

Nicola Hicks

Director

High Wycombe

Frances Cartwright

Frances Cartwright

Director

Banbury

Jennifer Ricketts-Gregory

Jennifer Gardner

Senior Manager

Banbury

Change to Whitley Stimpson

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Step 1

Confirm to your accountant that you wish to move to Whitley Stimpson

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Step 2

Supply Whitley Stimpson with your existing accountant’s details

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Step 3

Relax. We’ll handle the rest.

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Partners in your progress

Contact us for help completing your personal tax return and for tax planning advice.