The Cheltenham office offers specialist tax advice to private clients, their families and business interests. Our clients include both UK residents and non-UK domiciled individuals, families and trusts.
We are experienced in dealing with complex financial affairs and provide pragmatic advice for longer-term succession issues and financial planning for exit or retirement, including Inheritance tax, Capital Gains Tax and Trusts.
Our tax compliance function covers a broad range of services, including preparing UK tax returns (and assisting with overseas returns), self-employment accounts and dealing with HMRC on your behalf on tax payments and refunds. We can also liaise with HMRC in relation to its queries into your tax returns and assist you in making disclosures - with particular expertise in offshore matters.
We provide a seamless and co-ordinated service as part of our trusted adviser approach and work closely with our other offices, including our large Bristol office, to provide access to our wider range of assurance, corporate advisory and personal financial planning and investment services. We believe in building close, long-term relationships with our clients, many of whom have been with us for generations. We achieve this by taking the time to get to know you and to understand your objectives, needs and aspirations, as well as the longer-term challenges you’re likely to face.
We also provide access to an international capability in over 115 countries through our membership of Nexia International and Oaklins International, enabling us to service the global and local needs of our clients.
- Investment management
- Assurance and business services
- Corporation tax and transaction tax advice
- Corporate finance and valuation services
- Accountancy and outsourcing services
- Private client tax and trusts advice
- Employment tax and VAT advice
- Restructuring and recovery services
- Tax Investigations
- Forensic services
- Personal financial planning, pensions and ISAs
- Portfolio management for charities