Contacts

Gordon Stevenson - Director

Alison Mackay - Manager

Elizabeth Duncan - Manager

Compliance & Planning

Tax is a subject that excites very few.  It is easy to neglect awkward issues involving tax but it is important that you don't ignore them, it could cost you dear!

Tax Compliance is a key element of the service we offer to clients. Company directors, sole traders, partnerships, high net worth individuals or pensioners requiring the completion of a repayment claim or Tax Return can all be sure of the same friendly and professional level of service.

We can offer a regular review of your tax affairs (at least once a year).  This could potentially reduce the amount the taxman takes from your family.

Planning may be offered in the following areas:

  • Personal planning for maximising wealth
  • Incorporation of sole traders/partnerships
  • Personal tax planning, including income, capital and inheritance taxes 
  • Retirement and succession planning