We can offer you personal tax planning advice from one of our Tax Partners.

He or she will help you optimise your tax position and ensure you meet all the compliance requirements.

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

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
  • Completion and filing of relevant returns
  • Advice on what payments are due and when
  • Advice on trusts and estates
Your personal Tax Adviser will also be available to advise on issues such as:
  • How best to handle benefits such as company cars and accommodation
  • Whether directors should be paid by salary or dividend
  • How to minimize CGT liability on disposal of assets
  • 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.

We can help you draw up a comprehensive personal financial plan.

Contact us today for your free initial consultation.

About Certax

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At Certax Accounting (St Albans District) we continue to build a strong reputation for providing a market leading first-class service by offering excellent advice to our business and personal clients alike. Our aim is to obtain a comprehensive understanding of you, your circumstances, your organisation and the industry you operate in. Equipped with this knowledge, we then become an integral part of your operations by delivering high quality advice and essential solutions which save you money and help your company grow. We help guide you and your business to a better future.

Contact Us

Our Address

Certax Accounting (St Albans District)
Enterprise House
5 Roundwood Lane
Harpenden
AL5 3BW

Phone Contacts

General: 01582 463484

Fax: 0845 6122011

Mobile: 07973 889086

Email Us Now

supportservices@certax.co.uk

We will respond within one working day.