Personal Tax

Personal Tax banner photo

As we have seen with the Budget, personal tax legislation is ever changing and becoming increasingly complex. At the same time, the Government is placing more and more emphasis on the responsibilities of individual taxpayers.

It is therefore important to obtain professional advice and support that you can rely on to ensure that you minimise your tax liabilities whilst complying with your legal and statutory obligations.

Our specialist tax team can provide year-round advice on all aspects of your personal tax affairs from the completion of your annual self-assessment tax return to more complex issues involving, for example:

  • succession planning
  • capital gains tax planning
  • inheritance tax planning/wills
  • trust accounting & tax compliance

Developing a close working relationship is essential. Whether your financial affairs are straightforward or more complex, we will listen to your views and work with you to help maximise the return from your transactions and investments whilst minimizing your tax liabilities.

Contact Euan Fernie or Lachlan Fernie for more information on how we can help.