Personal Taxation

Local, expert Taxation specialists

Here to help you deal with HMRC

Taxperts

With more than 30 years helping Clients with their Personal Taxation needs we are your local ‘Taxpert’, (yes, our new word for Tax Experts!).

We will take the stress out of talking to HMRC, and ensure your Returns are submitted on time every time so you don’t receive any nasty or hefty penalties.

In fact, we are so committed to our service, should you receive a penalty which is our fault we will even pay it!

Our service to you and advice is unique to you and will be tailored to your personal and financial goals.

We understand no one likes completing their Self Assessment Return, however, we will try to take out the inconvenience and pain for you. We will represent you in all communication with HM Revenue & Customs meaning you have no direct contact with them and we will speak with them on your behalf, allowing you complete peace of mind without the worry of HMRC contacting you directly.

Tax Returns

Our Self Assessment Tax Return service means we will complete your Return in a timely manner taking away the stress!

We will deal with HMRC on your behalf, we will calculate your Tax liability ensuring you have claimed all allowable reliefs and we will tell you how much Tax you need to pay, when and how.

Your Return will be submitted to HMRC using our authorised software and we will email a copy of the completed Return for your personal records.

Capital Gains Tax

If you have sold or are about to sell a Chargeable Asset such as shares or property you need to know how much you have to pay to HMRC.

We will use our knowledge of the Taxation of Capital Gains Act 1992 to minimise how much you need to pay utilising all available exemptions & reliefs applicable to you.

We will deal with HMRC on your behalf, we will complete the relevant paperwork and using our HMRC approved software submit the required Returns. We will also email a copy of the Returns and necessary paperwork for your personal records.

Inheritance Tax Planning

The key to IHT planning is acting well in advance, the later in life it is done the riskier and more expensive it becomes. Perhaps you already have a Trust in place but are unsure about the tax implications of it.

We can provide tailored advice on how to safely maximise the IHT Reliefs with the use of Trust structures to shield you from HMRC. We can review existing Trust arrangements to ensure you understand the Tax implication of it.

All our IHT advice is tailored to you and your personal financial situation and goals.

PAYE Code Errors

Mistakes and errors always happen, they’re an unavoidable problem, however can be costly to you if you become a victim.

PAYE errors generally occur if your income exceeds £100,000 per annum, at which point the tax free Personal Allowance reduces to the point where the taxpayer is entitled to no Personal Allowance.

If this is not caught early enough it can quickly create a large tax liability, where you owe HMRC money however, sometimes HMRC owe you!

Personal Tax Planning

Everyone is subject to Tax and tax planning we can help you optimise your personal tax position. Our service will ensure you utilise your tax allowances and exemptions. We can provide an annual review of your personal tax position.

HMRC Investigations & Enquiries

Having HMRC look into your tax affairs can be a worrying and stressful time, especially having to deal with HMRC directly. We have a wealth of experience of dealing with HMRC and knowledge of Tax Laws & Legislation and can provide support and help throughout the investigation.

Why choose Arcus?

Local & Friendly advice

We’ve been helping local clients in and around Rutland for over 15 years now, and our office is conveniently located just off the High Street in Oakham.

Guaranteed Service

We’re so committed to our Service, if you receive any penalties that are our fault we’ll pay the penalty!

Taxperts

We have 30 years’ experience of Taxation and dealing with HMRC on behalf of clients.
Andrew is a Chartered Taxation Adviser and a member of the CIOT (Chartered Institute of Taxation).

Require some more information?

If you would like some more information or to speak to us directly call us on 01572 770552
or complete our online form and we’ll get back to you