Personal Tax Planning

Personal Tax Planning

Personal tax can be extremely complex due to ever-changing legislation and changes to your life circumstances such as getting married, divorced, education costs, retirement, and long-term care.

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It's never been a more crucial time to get your taxes right. Penalties are increasing, and HMRC is being increasingly stringent. We'll ensure that your tax records are correct and legal, including the smallest details.

Our personal tax services

Income Tax

Whether you're preparing to submit your self-assessment tax return or want to know how to make the most of your tax credits and expenses, our team of personal tax experts provide you with a comprehensive selection of personal tax services. We can assist you with the following:

  • Preparing and filing your tax return.
  • Tax calculations.
  • Advice on tax payments.
  • Maximising your allowances and tax reliefs.
  • Dealing with HMRC on your behalf.
  • Assisting you with HMRC inquiries and investigations.

Capital Gains Tax (CGT)

If you make a profit from the sale of assets, for example, property or cryptocurrency and assets, you may have to pay Capital Gains Tax (CGT) on your earnings. This might call for some complex calculations. We can assist you with this to see if your assets are exempt or how much CGT you will have to pay.

Inheritance tax (IHT)

Our accountants can inform you about the amount of Inheritance tax your beneficiaries might have to pay in the future. They can develop a strategy for passing on assets and, if applicable, your business in the most tax-efficient manner feasible.


A trust is used to keep assets. In some cases, trusts may be used to help protect assets from being lost or passed down only through the owner's family. They can create flexibility by allowing assets to be passed along through generations safely and tax-efficiently. Our professionals can assist you with the initial drafting of a trust and advise on the best structure. We can give you continuing assistance with the governance of your trust after it has been established.


By giving lifetime gifts, whether outright or via a trust, our estate planning experts can help mitigate your inheritance tax liabilities.

Tax investigations

You should take any enquiry from HMRC seriously. Our tax investigation team has experience dealing with tax investigations at all levels. Having a skilled specialist on hand can help ensure any investigation is resolved in a professional and timely manner.

Land & property portfolios

If you own numerous properties, it's critical to have the most tax-efficient ownership structure possible. Investment property may be held in various ways, each of which influences your personal tax situation. Our team can assist Individuals with buy-to-let properties, developers, and business owners who own commercial property in the United Kingdom and abroad.

Tuition fees planning

Tuition fees can be a substantial investment. It's crucial to have a strategy in place that ensures tuition expenses are affordable and effective in the long term. This might include maximising current personal sources of income or looking into alternative resources. Our team can advise you

on your options.

Individuals with a High-net-worth

Our team of personal tax experts are experienced in working with high-net-worth individuals and will understand your needs. We can advise you on long term tax planning and maintain your personal tax affairs to remain compliant.

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Suretax is an award-winning accounting firm providing tax and advisory services to companies of all sizes.
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"The financial success of every business is dependent upon an effective and insightful understanding of their current standing."

— Julie Cameron, Managing Director of Suretax