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.

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.


Leave the complexities of tax return preparation to our experts. 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 your self-assessment.

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 takes place. We are here to help you make informed decisions and achieve your financial goals.

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

Our private client team specialise in proactive tax advice across all areas of your personal and business finances.  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.

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

From cross-border transactions to expatriate tax matters, we provide comprehensive international tax services 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 

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. 

For more information contact a member of our tax team, listed opposite, or email info@hlca.co.uk.

Unravel the complexities of private client taxation with Henderson Loggie – your trusted partner for seamless, strategic, and stress-free tax solutions. Our team of expert private client specialists is ready to tailor our services to your unique needs, ensuring you experience financial ease and peace of mind. 


Partner

I have over thirty years of experience working in both accounting and tax over a wide variety of sectors. I specialise in providing complex tax advice for owner-managed businesses at all stages of the business lifecycle.

Director

I specialise in personal tax with 12 years of experience, working with a wide range of personal tax clients, from small sole traders to high net worth individuals and partnerships.



Q: Why do I need a personal tax accountant?

The complexities of personal taxation demands expertise to ensure compliance and optimise your financial position. Our personal tax accountants bring a deep understanding of Scottish and UK tax laws, allowing you to benefit from strategic planning, minimise liabilities, and achieve peace of mind.

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

Capital Gains Tax is levied on the profit made from disposing of assets. Our experts offer strategic planning to minimise liabilities, considering reliefs and exemptions and calculating the liabilities for you.

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

The personal tax return process involves reporting your income, gains, and other financial details to HM Revenue & Customs. Henderson Loggie’s private client team will streamline this process for you. We gather and analyse your financial data, ensuring accuracy and compliance. Our goal is to make the process as smooth and stress-free as possible.

Q: What sets Henderson Loggie’s private client team apart from other providers?

Henderson Loggie distinguishes itself through a combination of expertise, personalised service, and a commitment to staying ahead of tax trends and legislative changes. Our teams bring a deep understanding of UK tax laws and local insights for clients in Scotland and around the world.

Q: How does Henderson Loggie ensure client confidentiality and data security?

Client confidentiality and data security are paramount. Henderson Loggie employs robust security measures and complies with data protection regulations. Rest assured that your personal and financial information is handled with the utmost care and confidentiality.

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

Facing a tax investigation can be stressful, but Henderson Loggie is here to help. Our private client team have a proven track record of successfully managing tax investigations. Contact us immediately, and we will provide the guidance and representation you need to handle the process with confidence.