Private Client Tax
“People and circumstances change – and so do their finances. We help clients think beyond their tax return and meet their financial goals as well as their obligations. We are with them every step of the way.”
Andy Duncan
 

Routine tax compliance, from filing your tax return to negotiating payments and refunds with HM Revenue & Customs, can be time consuming and tedious.

When tax becomes more complex or you are subject to an enquiry, ensuring you respond efficiently and on time makes all the difference in helping you or your employees achieve compliance.

F&L’s Private Client Tax team takes care of your tax obligations, saving you the routine of dealing with the paperwork and taking the hassle out of more complex tax issues.

If you are a high earner, tax is just one part of the picture.

F&L can review every aspect of your asset base and provide expert advice, ranging from capital gains and inheritance tax, to getting the most from your investment portfolio.

Our multi-disciplinary approach offers a wide range of expertise to help you manage your money now and plan for the future. We look at the big picture and identify opportunities to save you time and money. We give you peace of mind that your interests are protected, whether you are an individual, a sole trader or the owner/manager of a limited company.

Ask Andy a question

 
Services
  • Preparation of UK tax returns
  • Remuneration planning
  • Tax planning
  • Tax consultancy
  • Minimising tax liability
  • Compliance services
  • Estate planning
  • Inheritance planning
  • Tax efficient use of trusts
  • Pension plan consulting
  • Tax mitigation products
  • Employee share schemes
  • Employee bonus plans/incentive schemes
  • Wealth protection and enhancement
  • Social security planning
“They have consistently provided excellent advice and a high quality service. I have come to depend on their knowledge and expertise in the management of my financial affairs.”
Professor Anthony Watkinson
FRCS FRCR