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Personal Tax Planning

Personal Tax Advice and Planning

Benefiting from our personal tax advisory services

We offer a specialist personal tax planning service tailored to your individual needs that includes:

Advice on minimising tax liability for all personal taxes, including:

  • Income tax
  • Capital gains tax (CGT)
  • Inheritance tax (IHT)
  • Non-domiciliary taxes

Clients who benefit from this service attest to the value of an independent adviser who can look at their situation within the larger picture.

Your personal Tax Adviser will also be available to advise on issues such as:

  • Company cars and accommodation
  • Whether directors should be paid by salary or dividend
  • How to optimise your tax position when living or working abroad

With the complex nature of tax and finances today, we also encourage our clients to develop a comprehensive personal finance plan that, in addition to general tax planning, covers:

  • Provision for education costs
  • Mortgage planning
  • Savings & investments
  • Insurance planning
  • Healthcare provision
  • Retirement planning
  • Estate planning

Decisions made in any of these areas are likely to affect one or more of the others, which is why we recommend working within an overall plan. Contact Carrie Campbell on 0131 226 2233 or email carrie@thomsoncooper.com to arrange a free initial consultation.

Carrie Campbell

Your Expert

MAAT FCCA
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