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Individuals

If you’re looking for reliable support and advice to manage your personal finances, we can help.

Here at Naylor Wintersgill, our dedicated tax team can help to minimise your liabilities and maximise the value of your assets. Whatever your circumstances, we can ensure that your finances are optimised to suit your lifestyle and meet your future plans.

From tax, trusts and family finances to inheritance wealth planning, we offer impartial advice and a tailored approach to all your taxation needs, giving you peace of mind your financial affairs are in safe hands.

How we can help:

  • Complete management of tax return compliance including dealing with Schedule E employment, pensions, income from investments and capital gains
  • Personal tax planning matters such as preparation for retirement and inheritance tax
  • Guidance on setting up trusts, which are often integral to a tax planning strategy; we can also act as trustees and deal with the day-to- day administration of trust affairs.
  • Tax residency – guidance on the complex tax rules and regulations of coming to and leaving the UK
Chris Gumbley Partners