Personal Tax

Our personal tax accountants 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.

Offices in Aberdeen, Dundee, Edinburgh and Glasgow.

Why work with us?

Through our expert personal tax services, Henderson Loggie will be your personal tax accountant who will help you manage your taxes with confidence.

We can assess your business and personal circumstances maximising your reliefs and allowances and making sure you pay what you need to when you need to.

We have a team of qualified tax specialists who have extensive experience and training in all tax aspects and our comprehensive private client service allows you to deal with all your financial needs under one roof.

Discover what makes Henderson Loggie different. Check out our services below.

What services do we offer?

Tax Returns

We can prepare your tax return, tell you what to pay and when to pay it, and deal with all matters relating to your self-assessment.

Capital Gains Tax

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 takes place.

Inheritance & Succession

We can provide you with strategic guidance to minimise tax implications and ensure that your assets are seamlessly transferred to your loved ones.

Tax Planning

We can work with you and your family to ensure that the tax position is streamlined and you are maximising all available reliefs, allowances and exemptions.

Tax Investigations

We offer a tax investigation support service, primarily for accountants, solicitors, clients, and other professionals across Scotland.

International Tax

From cross-border transactions to expatriate tax matters, we provide comprehensive international tax services for overseas individuals or organisations with globally mobile employees.

Frequently Asked Questions

Why do I need a personal tax accountant?

What is Capital Gains Tax, and how can I minimise its impact?

What does the personal tax return process involce, and how can Henderson Loggie assist me?

What sets Henderson Loggie's private client team apart from other providers?

How does Henderson Loggie ensure client confidentiality and data security?

What should I do if I receive a tax investigation notice?

Tax Fee Protection Insurance

Our service covers our professional fees that result from most types of HMRC enquiries or investigations. 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.

Meet our Personal Tax team

Dawn MacDougall

Dawn MacDougall

Partner

I was previously head of tax in EY’s Inverness office where I worked with owner-managed businesses and landed estates throughout the UK. I qualified as a Chartered Accountant in EY’s Edinburgh office and before re-joining…
Lucy Crow

Lucy Crow

Director

I am Chartered Tax Advisor qualified and have worked in tax for over 12 years, specialising in personal tax.  I work with a wide range of personal tax clients, from small sole traders to high…
Louise Mackie

Louise Mackie

Manager

As head of our Professional Practice sector group, I have experience in assisting our professional firms with their specific tax needs and providing a tailored service to suit the needs of each client. This includes…