We can help you with personal tax, retirement planning, inheritance tax or wealth management
Personal Tax Planning
Our services are not restricted to businesses and we have a large core of personal tax clients.
Whether you need assistance with your self assessment tax returns or advice on inheritance tax planning, we can help you.
Our dedicated team can provide the following services:
- 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
Please contact us to discover how we can help you make the most of your wealth.
Helping you plan for your retirement so you can make the most of the options available.
Planning for your eventual retirement can easily be overlooked, especially if you are concerned with the day to day running of a business.
Yet with careful and timely planning you will be able to make the most of the options available.
Here at David Nugent & Co, we can assist with the following:
- Devising an exit strategy
- Tax-efficient disposals
- Management buy-outs
Contact us today to discuss how we can help you plan effectively for your retirement.
Many taxpayers struggle to understand the complex tax returns and complete them correctly.
Furthermore, ongoing changes to tax legislation mean that taxpayers risk incurring more penalties through failing to complete their returns on time or correctly.
We aim to ease the stress often caused by self assessment and help you avoid costly mistakes, by offering a comprehensive self assessment service.
We can relieve you of the self assessment burden and save you time, worry and money by handling this process for you. We will do all the necessary computations, complete your return and even offer advice on how you can minimise your tax liability.
We can deal directly with HM Revenue and Customs on your behalf and, should you be selected for a self assessment enquiry, act for you at any meetings.
Please contact us for more information.
We can help ensure that your personal wealth is managed as tax-efficiently as possible.
We can advise with:
- Personal tax planning
- Extracting profit from your business
- Remuneration strategies
- Tax-efficient savings and investments
- Planning for a comfortable retirement
- Estate and inheritance tax planning
- Gifting strategies
Please contact us to discover how we can help you.
Interested in finding out how we can help you? We offer free, no-obligation, initial consultations offering the best possible advice.