Personal Tax

We will make sure you pay what you need to, when you need to. We’ll get to know you, your business and personal circumstances and draw up a tax strategy that allows you to mitigate tax wherever possible, while always complying with your legal requirements.

We have a team of qualified tax specialists who have extensive experience and training in all tax aspects, gained both externally in industry and in dealing with Henderson Loggie’s own wide range of personal clients.

Henderson Loggie offers a comprehensive personal tax service where all your financial needs can be dealt with under one roof. Our aim is to ensure that the burden placed upon you by tax compliance matters is minimised, while at the same time you benefit from all relevant allowances and reliefs to ensure that tax liabilities are mitigated wherever possible.

End of Year Tax Planning

Read our helpful information pack on end of year tax planning both for the individual and for the business owner.

Year End Tax Planning Guide 2016/17

Preparing Your Tax Return

Our personal tax return service is designed to save you time and give you peace of mind. We will prepare your tax return, tell you what to pay and when to pay it and deal with all matters relating to self-assessment.

Capital Gains Tax Planning

Capital gains tax can be complex and is constantly changing. There is a wide range of reliefs available to minimise or defer capital gains tax. Great care – and great advice – is needed before any disposal of assets take place. This is especially true when it comes to selling a business.

Inheritance and succession issues

We can help you with careful planning and early action. By working with you, and by understanding your financial and family circumstances, we can devise a strategy with you that minimises inheritance tax.

Tax Investigations

We also offer a tax investigation support service, primarily for accountants, solicitors, clients and other professionals. This service is intended to support the advisor’s relationship with the client rather than being in conflict with it.

International

For overseas individuals or organisations with globally mobile employees we can advise on:

  • Planning for international assignments or coming to the UK from abroad
  • Advice on the Statutory Residence Test
  • Tax planning

Other Services

We can also provide advice and assistance on:

  • Tax credit claims and National Insurance
  • Tax shelter schemes and all aspects of your personal financial planning needs

We can deal with HMRC on your behalf and support you in any negotiations with them to arrive at an early conclusion.

Tax Fee Protection Insurance

Our service covers our professional fees that result from most types of HMRC enquiry or investigation. We can reclaim our costs in protecting you during a tax investigation and will be free to work on your case for as long as it takes to bring about a resolution, up to the policy limit. Our service is backed by an insurance policy, provided by a third party, which covers the work and costs of defending you in the event of a tax enquiry. For more information contact a member of our tax team, listed opposite, or email enquiries@hlca.co.uk.