Personal Tax Planning

Taking the headache out of tax returns and tax payments

CIOTlogoCarpenter Box Tax CapletsCarpenter Box are tax specialists. Over the years we've saved our clients tens of thousands of pounds in tax payments. How? Well, it's all about understanding the law and using available reliefs to the maximum advantage. Of course to be able to do that we have to have an exceptional level of expertise. As Chartered Tax Advisers we have that expertise and we want to use it to help you pay less tax.

With the tax system becoming ever more complex and with more emphasis being put on taxpayers' individual responsibilities, everyone who is subject to taxation will benefit from our professional tax planning advice and support.We can optimise your tax position and ensure you meet all the compliance requirements, resulting in a lower tax bill and retaining more of your hard earned income and capital.

We can provide you with year round tax advice on:

  • Income Tax (with rates going up to 50% high earners need good advice)
  • Capital Gains Tax (even more important with the new higher rate)
  • Inheritance tax
  • Trusts and estates
  • Non-domiciliary tax issues
  • Tax friendly investments with Carpenter Box Wealth Management LLP*

Every pound of income tax you save means more income at your disposal, every well planned disposal of assets means minimal loss of capital gain, and every inheritance tax saving means more benefit for your beneficiaries.

Make sure you take full advantage of the tax saving opportunities open to you - call Carpenter Box today for a personal tax planning review.

Contact: John Billings or Karen Thomas

* Authorised and regulated by the Financial Services Authority

Registered to carry on audit work and regulated for a range of investment business activities by The Institute of Chartered Accountants in England & Wales