Personal tax planning - Helping you keep more of what you earn

Our services are not restricted to businesses and we have a large core of personal tax clients, including high net worth individuals.

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)
  • Completion and filing of relevant returns
  • Advice on what payments are due and when
  • Advice on trusts and executorships

What our clients say

Not only have I been a client of Morris Wheeler for several years, I have recommended them to several friends and professional acquaintances and have yet to receive anything but thanks for my advocacy. From straightforward tax issues to more complex professional advice, Mark and his team have been unfailingly committed and conscientious. They're also scrupulously accurate, trustworthy, efficient and, crucially, a pleasure to deal with.

Neil Chappell, Managing Breakfast Agency Limited

Please contact us to discover how we can help you make the most of your wealth.