Personal / Tax clients

When it comes to tax affairs, ensuring they are in the best possible shape doesn’t just happen. It requires expert planning.

At McPhersons Chartered Accountants and Tax Advisors we offer a complete range of personal taxation services.

We’ll make sure your personal tax arrangements are compliant and that you benefit from all the reliefs and allowances to which you are entitled.

We’ll also use our detailed knowledge of your circumstances to shape our tax advice to your specific needs and to explore the tax planning opportunities open to you.

Forward planning means that you can maintain tax efficiency, even when you are no longer around. Our estate planning services are designed to take advantage of tax planning opportunities to minimise any inheritance tax due while ensuring that you have the income required to meet your needs, including long-term care if necessary.

Our comprehensive estate planning service includes help with planning or reviewing wills, making best use of lifetime transfers and transferring assets into trusts, as a tax-efficient way to set aside assets for future beneficiaries outside the inheritance tax net. We can advise on the most suitable type of trust to assist in setting up the trust and provide the full range of accounting services required for trust management.

For many personal clients, investments and pensions are often a key piece in the financial planning jigsaw. Our financial services arm, McPhersons Financial Solutions, offers independent financial advice on issues including:

  • pension schemes
  • life assurance
  • critical illness cover
  • private medical insurance and care plans
  • savings
  • mortgages and
  • Investments

Mcphersons Financial Solutions is a trading style of Absolute Financial Management Ltd which is  authorised and regulated by the Financial Conduct Authority.

For more information on how McPhersons Chartered Accountants and Tax Advisors in Hastings, Bexhill, Vauxhall and East Sussex can help you, please contact us.

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