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Whether you are looking to reduce your tax bill, need assistance with completing and filing your tax return, or seeking advice in other areas of personal tax planning, we can help.

Personal Tax Planning at a Glance

Advice on minimising tax liability for all personal taxes including; Income Tax, Capital Gains Tax (CGT), Inheritance Tax (IHT), Non-domiciliary taxes

Tax-efficient savings and investments

Identification and application of annual allowances and reliefs

Wealth Profile Reviews

Completion and filing of relevant returns and completion of payments

Extracting profit from your business and remuneration strategies

Retirement and Succession Planning

Advice on Trusts and Estates

Gifting Strategies

An Experienced Team

Our clients benefit from the considerable experience of our tax professionals. Individuals and families that have achieved a certain level of financial success require more complex tax advice.  We have worked across a variety of high-net-worth individuals; from business directors to large estate owners, handling our clients’ personal tax affairs professionally and effectively, while ensuring adherence to the latest legislation.

Estate and Inheritance Tax Planning

Timely planning is critical when making arrangements for the future of your estate when you are gone. Taking the time to plan now will allow you to take full advantage of the tax opportunities available and thus increase the sum that is passed to your recipients.  We provide a confidential service that includes will writing and reviews, transferring assets into trust and optimising lifetime transfers between spouses or partners.

Sensible Schedules

At META, we like to add value to our clients, not just count the numbers.  Throughout the year we like to meet at key points and help plan for the forthcoming year’s taxes through wealth and income reviews.  In this manner, we are able to identify innovative ways that can reduce tax liabilities, regardless of age, income or employment status.

LET'S TALK TAX

You can talk to us today about your personal tax. We also offer proficient and professional corporate tax planning services, which work harmoniously alongside our personal tax planning services.

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