Personal TaxationWe will help you to manage your personal financial affairs, working with your other advisers to plan ahead so that you conduct your affairs in a tax efficient way.

As your personal tax advisers, our primary objective is to work closely with you to ensure you pay the minimum tax required by law.

We will help you to manage your personal financial affairs, working with your other advisers to plan ahead so that you conduct your affairs in a tax efficient way.

Personal Taxes Self Assessment

Alexander James & Co will

  • provide the expertise and software to take the headache out of the form filling and compliance aspect of Self Assessment.
  • provide you with practical advice on personal tax positions and the planning opportunities available to you.
  • complete tax returns, calculate any tax liability and advise you on exactly when to make payments and how much to pay.

Personal tax planning

Today, more and more emphasis is being put on taxpayers' individual responsibilities.

Everyone who is subject to taxation needs professional advice and support if they are to optimise their tax position and ensure they meet the compliance requirements.

Our tax team can provide you with year-round advice on all aspects of personal taxation, and our regular newsletter will prompt questions which will help you to be compliant but plan effectively.

Estate planning

Few of us like to think about planning for death

However, the relevant legislation allows us to plan well in advance.

Lifetime decisions can produce significant estate duty savings, but this means making the necessary provisions now. We can help you to weigh up the potential future tax savings against the possible current financial implications.

There are many tax opportunities available, but care has to be taken with proper professional advice, and the earlier arrangements are made, the greater the chance of taking full advantage of our complicated tax system.

Alexander James & Co will work with you and your solicitors where appropriate in determining a tax efficient will.

Require more information?

If you would like more information or would like to speak to us direct then call us on 0208 398 4447. Or if you would prefer, ask us a question online.