Personal Tax & Tax Planning

Personal Tax & Tax Planning

We offer a specialist personal tax planning service tailored to your individual needs for advice on minimising tax liability for all personal taxes, including:
  • Income tax
  • Completion and filing of relevant returns
  • Capital gains tax (CGT)
  • Advice on what payments are due and when
  • Inheritance tax (IHT)
  • Advice on trusts and estates
  • Non-domiciliary taxes
  • Maximising claims for allowances and reliefs

Our experts can offer you personal tax planning advice depending on the nature and level of the query.

Our experts will help you optimise your tax position and ensure you meet all the compliance deadlines and requirements.

Clients who benefit from this service attest to the value of an independent advisor who can look at their situation within the larger picture. Our Tax Team for example can also advise on issues such as:

  • How best to handle benefits such as company cars and accommodation
  • Extraction of company funds by director/shareholders – optimum salary and dividends taken or other forms of ‘remuneration’
  • How to minimise CGT liability on disposal of assets
  • How to optimise your UK tax position when living or working abroad
Personal tax advisory services

With the complex nature of tax and finances today, we also encourage our clients to develop a comprehensive personal finance plan that, in addition to general tax planning, covers:

  • Provision for education costs
  • Insurance planning
  • Mortgage planning
  • Healthcare provision
  • Tax efficient loans
  • Retirement planning
  • Savings & investments
  • Estate planning

Decisions made in any of these areas are likely to affect one or more of the others, which is why we recommend working within an overall plan. SB&P can of course help you draw up a comprehensive personal financial plan.

Call one of our experts on 0151 922 4272 to discuss how we can help you manage your personal finances more effectively.

Self Assessment

Self Assessment can be a time consuming and often confusing business for busy individuals.

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Retirement Planning

Are you confident you have made adequate preparations for your retirement? Expert retirement planning advice can provide peace of mind now and in the future.

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Inheritance Tax

When you have spent a whole lifetime building up your personal wealth, you want to think that upon your death your estate will pass into the hands of your chosen beneficiaries and not into the hands of the taxman.

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Trusts & Estates

Trustees or other professionals who are required to prepare annual trust accounts together with annual Trust & Estate Tax Returns can benefit from this service.

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+44 (0)151 922 4272


Oriel House, 2/8 Oriel Road, Bootle Liverpool, L20 7EP


Contact Us

To get in touch, please use the contact form and a member of our team will contact you directly.