Personal Tax Services

Personal Tax Services

Personal Tax Services at Heriot Hughes

Navigating Personal Tax Responsibilities

Success isn’t accidental but a result of strategic planning and timely decisions, which we can support you with.

Whether you’re navigating lifestyle shifts like relocating internationally, managing an inheritance, aiding your children’s home purchase, or just simply looking for organised tax management, Heriot Hughes is here to assist.

Our personal tax service offers custom tax advice tailored to your individual circumstances. Our knowledgeable team ensures you have a strong understanding and will help you minimise your taxes.

We will advise you on:

Personal Tax Fee Protection

personal tax fee protection applies to profits from selling assets like property and stocks. We ensure you claim reliefs and minimise taxes. There are strict reporting deadlines for property sales and penalties apply for non-compliance. It is always best to plan and let us know in advance of any upcoming sales so that we can structure this in the most tax efficient way.

Bespoke Tax Advice

Heriot Hughes offers integrated personal tax and accountancy services for optimal savings across all financial activities.

Inheritance Tax

Inheritance tax on gifts and estates is complex. We ensure minimised impact and offer tax-efficient estate planning advice.

Personal Tax Fee Protection

We offer a Personal Tax Fee Protection Insurance service, ensuring expert defense during any tax investigations. HMRC investigations can be thorough and costly but with our fee protection insurance our costs are covered.

Self Assessment Tax Returns

Our personal tax return service goes beyond the mere fulfilment of HMRC deadlines. Instead, we proactively strive to identify opportunities to reclaim any overpaid taxes and provide a thorough assessment of tax liabilities. Our goal is to empower you with a clear understanding of your financial situation, allowing you to plan and manage your finances more effectively.

Expatriate Tax

Navigating UK tax issues as an expatriate involves addressing the complexities arising from changes in residency. At Heriot Hughes, we understand the unique challenges expats encounter and recognise the importance of early tax planning.

Need a trusted Chartered Accountant?

We are dedicated to providing friendly, efficient, and courteous service that exceeds your expectations. Our team actively listens to your needs and communicates promptly and thoroughly.

How we help with Personal Tax

Navigating Personal Tax can be daunting. At Heriot Hughes, we simplify this journey. Our expert team stays updated with the ever-evolving tax regulations, ensuring you remain compliant while maximising appropriate tax reliefs.

From detailed tax return preparations to strategic tax planning, we guide individuals through each step, mitigating liabilities and clarifying complexities. Whether you’re an expatriate, an investor or landlord, or simply seeking tailored tax advice, Heriot Hughes provides you with a top-tier personalised service.

We're proud to work with all businesses

 Regardless of industry, business size, or financial status, we’re committed to supporting and guiding every client’s unique journey.

Individual & Sole Trader Services

Individual & sole trader services cater to individuals who run their own business as a sole proprietor. We can reduce the administrative burdens of running your own business.

Limited Company Services

A limited company is a distinct form of business organisation that offers legal protection to its shareholders and limits their personal liability.
Why Choose Us

Helping you make more, keep more and work less

Heriot Hughes are accounting specialists and everything is explained in the simplest possible terms so you can make informed decisions.

Our team are experts in handling daunting or complex accounting problems on your behalf, making the process super clear and simple. You then have more time to focus on what you do best, running your business.

Trusted Chartered Accountants

Pro-active Business Advice

Clear and Transparent Pricing

Free Consultations

Testimonials

What Our Clients Say

Our clients’ satisfaction is our top priority, and we take pride in delivering exceptional service that meets their needs. We have had the pleasure of working with a diverse range of businesses, from startups to established companies, and have helped them achieve their financial goals through our expertise.

'Heriot Hughes were recommended to me by another of their clients over a year ago and I couldn't be happier with the services. The whole team is patient, friendly and most of all they know how to help and support a small business like mine, with quite a complex accounting process. They have made the transition from Sole Trader to Limited company seamless and I look forward to collaborating with them in the years to come.'

    Fiona Cross

    Fiona Cross Limited

    'Getting advice is easy, but getting the correct advice is harder to achieve. Using Heriot Hughes as our accountant before and throughout the sale of our business, helped us to maximise the sale price and allowed us to complete in the most tax-effective way. They understood the due diligence process fully, enabling us to prepare, by collating all required information reducing the stress when the due diligence process took place.'

      Stan Hicklin

      Northwest Education & Training Limited

      'I'm always left feeling that I've had an excellent job and that no stone has been left unturned in his efforts to help me. Perhaps what I like most about John is that he is a real person, not only efficient and reliable but also approachable, friendly, genuine and ethically sound... and that matters to me. First class!'

        Bob Dixon

        Settled Mind Limited

        'Heriot Hughes have undertaken the audits of several of our grant applications and turned the work around within the tight timescales required. They were extremely professional in their approach and met all the requirements in order for the college to fulfil it's obligations.'

          Sue Ward

          Stanley High Sports College

          Frequently Asked Questions

          Common questions asked by prospective clients.

          Accounts and tax can be complicated and you're likely to have lots of questions. Many questions will be specific to your circumstances, so please do get in touch with us for a free consultation so that we can give you tailored answers.

          Choosing an accountant for your business is a very personal decision as your accountant will get to know your business inside-out. You need someone you can trust.

          We believe the best way to see if we’re the accountant for you and your business is to schedule in a discovery call or meeting so that you can meet the team and see if we’re a good fit for each other.

          We work with individuals and businesses of all types, and we are extremely proud of our client feedback.

          If you’re looking to change accountants, then moving over to us couldn’t be simpler. All it takes is one letter from you and then we take care of everything else.

          Is your current accountant pro-active? Do they provide an excellent service and offering you a fair rate? Are they easily contactable, flexible and offer unlimited contact at no additional cost?

          If you answered ‘no’ to any of these questions, or just want to explore your options, then give us a ring. We offer a free no obligation consultation there’s no need to make any rushed decisions.

          Our team goes beyond traditional financial reporting and compliance tasks to actively anticipate and address the financial needs of our clients. Instead of simply reacting to financial data and transactions, our team takes a forward-thinking approach to provide valuable insights, strategic advice, and proactive solutions.

          We understand that price is important to our clients. That’s why we provide clear, transparent, and consistent pricing. Our prices are competitive, and a reflection of the quality accounting services we provide.

          Every client is different, so we start by arranging a free, no obligation call to understand more about you and your business. We will ask about your current situation and your future goals, along with any challenges you are facing. Once we understand the level of support you need, we then send you a detailed proposal outlining our fees and services, so you know exactly what you are paying for.

          We do not quote low just to get your business for the first year and then raise the fees. We want you as a long-term client who trusts us to do what we say we will do at a fair price.

          We send you a proposal based on what we anticipate being a fair fee for the services and value provided. We do conduct annual fee reviews but would only anticipate normal inflationary increases if the work involved remains the same.

          We spread the cost of our accountancy services over the financial year to assist with your cash-flow.