Personal Tax

We offer a wealth of compliance and advisory services covering all taxes. We work with you to meet your specific goals and simultaneously minimise your tax exposure.

Our tax-efficient strategies ensure you remain fully compliant with all relevant tax rules and procedures. However, all of our strategies are built around your goals and achieving your family’s specific requirements. Our services include:

• Income Tax
• Capital Gains Tax
• Inheritance Tax
• EIS & SEIS Investments
• Cryptocurrency

• Business exit and succession
• Trust advisory and compliance
• Family investment company advisory and compliance

Through our membership with Kreston Global, Bishop Fleming have the experience and expertise to support you with any international ambitions. This includes international investments, residence advice, and personal tax advice if you are considering moving or working overseas.

We can offer tax advice regarding personal pension contributions and tax advice regarding the drawdown of your pensions.

Our Tax Investigations and Dispute Resolution team can ease the burden by guiding and assisting you through the investigation process, negotiating with HMRC on your behalf to minimise your potential exposure to unnecessary tax, interest and penalty.

The rules relating to property taxation are complex and full of pitfalls. Our specialist property team can assist in ensuring that new and existing ownership structures are commercially and tax efficient. We also use our compliance services as an opportunity to develop an efficient tax strategy to meet your objectives. Our services also include:

• Stamp Duty Land Tax (SDLT), Land Transaction Tax (LTT), Stamp Duty (SD), Annual Tax on Enveloped Property (ATED) advice in respect of land transactions, such as development joint ventures and property transactions.
• Assist with tax enquiries and amendments to previously submitted SDLT returns.

Our experienced and professional team are licensed to carry out the reserved legal activity of non-contentious Probate. The team will always put you first and ensure that matters are resolved in an efficient and compassionate manner at all stages of Probate, in accordance with the law and keeping you advised at all times.

View our Estate Planning and Probate services.

Bishop Fleming Independent Financial Advisers offer truly independent advice to people and businesses.

All our advisers have significant experience and hold Chartered Insurance Institute (CII) qualifications, so they are in a good position to offer advice you can trust. Additionally, all our consultants are salaried employees, which we believe provides another measure to ensure our clients receive the most impartial advice.

HMRC Enquiries and Investigations can be stressful, time-consuming and costly for the party involved. As your Accountant we want to protect you where possible which is why we offer a Tax Investigation service which covers you against the cost of professional fees associated with a tax investigation. Click here to find out about this service and how it can protect you.

Taking out Taxwise cover is easy to arrange. Bishop Fleming has its own online portal where this can be purchased online. 

Please speak to your tax contact at Bishop Fleming for more details.