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    Tax for individuals

    The Friend Partnership personal tax team in Birmingham deals with all manner of tax issues for entrepreneurs, successful individuals and private business owners. We aim to relieve clients of the tax burden so that they can concentrate on personal and business issues.

    Personal Tax Services

    Our support for our personal tax clients is co-ordinated and closely locked in to any planning or other initiatives we may be pursuing with those clients. The approach to tax is seamless on all fronts so that clients can be at ease knowing that their tax affairs can be left to us.

    The tax team deals with the following:

    Compliance

    • Preparation of tax returns and supporting information
    • Routine and in-depth enquiries from H M Revenue & Customs
    • Payment planning

    Planning – Income Tax

    Planning – Capital Gains Tax

    • Entrepreneurs’ Relief
    • Rollover relief
    • Furnished holiday letting
    • Enterprise Investment Scheme

    Planning – Inheritance Tax

    • Lifetime gifting
    • Business and agricultural property relief
    • Tax effective will planning and use of basic and main residence nil rate bands
    • Trusts
    • Business and company ownership structures

    Valuations – for tax purposes

    • Private company shares
    • Inheritance tax planning
    • Ten-year and exit charges
    • Shareholder disputes

    Expert Personal Tax Services Birmingham

    If you would like to get in touch and find out more about our personal tax services please contact us here.

    Let’s talk






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