PERSONAL TAX

Our personal tax advice covers everything from selling assets, advice around property and where you are resident for tax purposes (domicile), to planning to minimise inheritance tax on death and setting up trusts.

Get In Touch

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 (domicile), to planning to minimise inheritance tax on death and setting up trusts to protect your family.

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.

OUR PERSONAL TAXATION SERVICES

You could come to us for personal tax advice on something simple like helping you prepare your annual tax return, where you’ll want to know it will be submitted, compliant and on time each year.

You might want clarity on residency status or tax if you have property abroad or you’re a non-UK domicile.

Or, you might be thinking about a big life or business event. We help people protect and pass on wealth using Trusts. We’ll help you with Capital Gains Tax, where we’ll maximise the reliefs available if you’re selling an asset such as property or shares.

And we can help you plan for your inheritance too, looking at how you’ll structure your estate in the best way possible to look after the people or causes you care about.

TAXATION SERVICES MADE EASY

Giving you personal tax advice all starts with listening to you. Our advice is bespoke to every person that we work with. And if you get in touch, it’ll be unique to you and your family.

The reason our tax team is award-winning is simple. It’s because we really care about the people we work with, and our clients value our straight-forward advice and expertise. We’re ultimately driven by knowing we’re looking after people, their loved ones and the things they care about most.

OUR SERVICES INCLUDE


Tax Compliance

Tax compliance is pretty simple to explain. It’s making sure you’re abiding by HMRC’s rules and regulations when you submit your tax returns. At Cooper Parry, our tax team can make sure that’s the case.


Inheritance Tax

When it comes to inheritance tax advice, we typically work with people and their entire family – sometimes looking after three generations. We’ll review and advise you on your Will, work out a strategy to protect your wealth and consider options such as placing your assets or money into a family investment company (FIC) or trust. We’ll work with lawyers and our wider tax team to protect your assets and give you peace of mind.


Trust & Estate Planning

Trusts are ultimately created to help a beneficiary or a group of beneficiaries. They are flexible and there can be huge tax advantages. They can be used to loan money for properties, pay for school fees, provide a regular income and much more.


Residence & Domicile

Your residency and domicile status can change the way you pay certain taxes. You may be a resident in one country but domiciled in another. In which case, you’d be a non-domiciled resident. This means you’d pay tax on overseas income in a different way. And we help people work out where to pay tax, how much tax to pay and the most efficient way of paying it.


Property & Landlords

Supporting property owners with all aspects of running a property portfolio including Stamp Duty, Trusts and Capital Gains Tax. We’ll make sure you’re using the right structures to maximise tax efficiency and save money.

Sarah Axe
Private Client Partner

Get in touch with Sarah Axe

CP Events

1 minute read

FRS 102: Mastering The New Changes

  • Wednesday 9th July
  • 14.00pm - 15.00pm
  • Online

Reviews

BSAP, JUNE 25

“Great communication.”

LAURA, JUNE 25

“Although the service we have received has been extremely good, there has been long delays in partner reviews.”

GARETH, JUNE 25

“Great relationship with Audit Partner and Audit Manager which means resolutions are reached quickly on difficult and complex issues. The accounts are put together in an efficient and well presented manner. The audit team generally adopt a logical and pragmatic approach. Only real negatives were that Kennedy audit was a more a drawn out process than perhaps it needed to be. Reconciling the consolidated accounts back to the Cooper Parry calcs was complex and there were some small discrepancies. As discussed with the Audit Partner I do have some concerns on the level of fees.”

AATAP, JUNE 25

“Great conference, helpful team and super service. Thank you.”

CHERILYN, JUNE 25

“The account were turned around quickly, and we were kept up to date with the progress of the audit”

LUCIE, MAY 25

“Easy communication, always get back to me promptly, provide advice when needed, like the Inflo system very user friendly.”

HAYLEY, MAY 25

“The recent external audit and financial statement preparation were executed with professionalism and thoroughness. The auditor team demonstrated strong technical expertise and diligence, ensuring the process was both comprehensive and transparent. Their approach to testing, particularly in collaboration with the ASCL PD team during the first week, was highly effective and contributed to a smooth progression of the audit work, especially given its proximity to the annual conference. One area of improvement would be the timeline planning. The current schedule presents significant pressure in ensuring all necessary work is completed within tight deadlines. We have already discussed the potential benefits of moving some of the audit activities forward and setting clear dates in advance. Proactively scheduling key milestones would allow for better resource allocation and smoother execution. Another area of improvement would be the team working with their internal colleagues to check the partial VAT and advise on the changes to make for the next financial year. Additionally, the format and content of the audit findings report received positive feedback from elected officers. Its clarity and structure enabled effective review and discussion, reinforcing its value in financial oversight. Overall, the service provided was impressive, and the auditors’ commitment to delivering a high-quality review is appreciated. With a few refinements to planning and scheduling, the process could become even more efficient in future audits.”

PAULINE, MAY 25

“Great team, fit well into our office, professional approach whilst both friendly and very supportive. Pleasure to work with.”

MARION, MAY 25

“Communication was excellent and timely and the upload and action processes very smart and effective. Audit staff were friendly and helpful throughout the process.”

EDWARD, MAY 25

“Just very easy to deal with, all very relaxing to be honest!”

Our Personal Tax Experts