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Private Client Tax

Our private client advisers can help you and your family comply with your tax obligations in an increasingly complicated domestic and international tax environment.

WHAT IS PERSONAL TAX ADVICE?

WHAT'S ON YOUR MIND?

If there's something you want to chat through, just pop your details on here and we'll line up one of our talented team to get back to you, Easy, peasy.


    Personal tax covers everything that happens to you as a person. And our personal tax advice covers everything from selling assets, advice around property and where you are resident for tax purposes, to planning to minimise inheritance tax on death and setting up trusts to protect your family.

    Personal tax advice. We’ve all got those friends and family members who are closet accountants. “You should put your business offshore”, “You should do this when thinking about your inheritance.” We all hear it. Even us tax advisers! And even if you’ve followed some good advice over the years, you’ve probably received some not-so-good advice too. Or, you may think you’re doing 80% of the things right but you’d like some specialist advice, some certainty on a big life event or an individual plan to give you peace of mind.

    MAKE YOUR LIFE COUNT

    We work with all sorts of people – family business owners, entrepreneurs, shareholders and landlords. It all starts by getting an understanding of your situation, finding out about the people you care about, the money you’ve worked for and where we can help you the most. It sounds obvious but personal tax advice is personal.

    MEET OUR TAX ADVISER SPECIALIST

    Take a few minutes to discover the number one tax advisor in the country. Meet Poppy, our new tax adviser specialist. She has joined us from the CP world. And is here to stay. Enjoy and watch more videos on our youtube channel. Blah Blah Blah

    Take a few minutes to discover the number one tax advisor in the country. Meet Poppy, our new tax adviser specialist. She has joined us from the CP world. And is here to stay. Enjoy and watch more videos on our youtube channel. Blah Blah Blah

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      WHAT DO OUR
      CLIENTS SAY?

      • 923

        Total reviews
      • 4.5

        Average rating

      David

      R&D Claim: The results were better than expected. The additional cash will enable us to increase profitability

      Posted on 08 Jan 2024

      Freddie

      An excellent service to date.

      Posted on 19 Dec 2023

      Richard

      Very professional

      Posted on 19 Dec 2023

      Ian

      R&D Claim: Caroline, Tom and team have done an excellent job. They have provided excellent and commercial advice whilst at all times ensuring we were compliant. Couldn't fault them. The additional cash has allowed us time to carry out a sale process.

      Posted on 19 Dec 2023

      Frazer

      Damian and his team always provide excellent and timely advice for a reasonable fee. The USP for me is that fact that Damian and his team don't just follow what others think and offer advice taking into account commercial, logical, holistic and relevant commentary with often some very in-depth and interesting technical analysis of case law (not just statute or guidance from HMRC).

      Posted on 19 Dec 2023

      Paul

      Easy and Friendly to deal with, Great Communication, Expertise.

      Posted on 19 Dec 2023

      WHAT IS AN AUDIT?

      Audits are an annual check on an organisation’s financial situation. As a legal requirement in the UK, most businesses with turnover in excess of £10m and more than 50 employees will need to have one. It’s where an auditor checks your business’s records for accuracy, honesty and risk. It can be a laborious process. But at Cooper Parry, our award-win-ning audit and assurance team are out to change the audit experience.

      Our industry has given audit a bad name. New clients join us expecting it to be a long, hard slog during which they’re endlessly interrogated and shamed for any tiny errors. You’re probably used to the same – a painful process year after year. But, that’s just not how we work.

      AN AUDIT APPROACH BUILT AROUND YOU

      Even before the pandemic started, we’d been doing remote audits for over two years; creating an audit and assur-ance process focused around collaboration, technology, and you. One which matches our mantra – to disrupt, lead, and make life count.

      With our approach, we’ll no longer spend days and weeks at your place. Instead, we’ll stay in touch and share infor-mation using software like Inflo, Circit, Microsoft Teams and SharePoint. You’ll get the same quality and outputs. But you’ll only see us when you want to.

      We pride ourselves on being digital disrupters and have a dedicated team that seek out the best way of working through ui ing technology. Over the last 12 months we have started to embed both Inflo and Circi process to ensure that our collaboration with you is a slick operation. We are constantly looking into better ways of working by utilising technology to continue to wow our clients with exceptional client service.

      DISCOVERY

      We’ll start by spending time with you to fully understand your business, opportunities, challenges and strategic aims. Then, we’ll shape our relationship, plan and timeta-ble for the year around how you want it to work.

      DELIVERY

      Having this solid foundation of understanding from the outset means we can immediately start to add insight, observations and value to our relationship to go above and beyond your expectations. We’ll deliver exactly what you need, when and where you need it.

      DEBRIEF

      We’ll seek feedback to con-stantly refine our service and improve it for you, always aiming to deliver a level of quality you’d recommend to others.

      YOU'LL WORK WITH ENGAGED, ELECTRIFYING PEOPLE

      As the #1 Accountancy Firm to Work For in the UK, it comes with the territory.

      That matters. Because when our people are happy, engaged and playing to their strengths every day, we know we’ll attract and retain the industry’s top talent. And we know they’ll deliver a remarkable service to you; one that guaran-tees continuity, innovation, and inspiration.

      That’s why our clients tell us we’re “approachable”, “bright” and “inquisitive”. One new client even said we made their old auditors “seem like dinosaurs”.

      The numbers back up their words too. On average, our clients give us service scores of 8.9 out of 10, and our NPS. score is consistently over +70, which is considered ‘world class’ when it comes to customer loyalty and satisfaction. In our territory, we also work with more privately-owned businesses with a turnover of £10-200m than anyone else, combining regional understanding with national and international insights.

      And did you know… our audit approach is also better for the environment? Since changing our audits, we’ve saved miles in travel. We’ve cut our carbon footprint! We should also mention that, during the audit and assurance process, you’re also welcome to join us at our place for meetings. Of course, if you want to talk about becoming one of our cli-ents, we’d love to meet you here some other time too.