Personal Taxation & Optimisation

Peace of mind is paramount as far as personal finance and tax are concerned and that is where you can rely on Swindells & Gentry. Sound advice on tax and financial planning is vital at every stage of your life. Our partners have years of experience in dealing with personal finances from the widow's mite to the millionaire's hoard and at all levels in between. Where clients wish we can work closely with our colleagues at Swindells & Gentry Financial Planning to ensure that all of our private clients needs can be handled with the highest standards of care and integrity.

Personal Taxation

We offer a personal service where your affairs will be the responsibility of a specific partner and their team so you will always know who you are talking to and they will know you.

We will advise on all taxation and tax planning matters as they effect your circumstances. We will advise on Capital Gains Tax issues relating to land and tax optimisation strategies. We can advise couples seeking a divorce and assist families with Tax Credits and related issues. We will manage a tax enquiry, negotiate on your behalf and defend your interests.

Whether a busy executive, self employed, investor trustee or retired our team can help you manage your financial affairs with sound advice on all taxation and tax planning matters as they effect your circumstances.

Trusts

An important and significant tool in tax planning. We will advise on Trust creation and the tax effect of placing asets in trust where this meets our client's needs and objectives.

For a free initial consultation contact:

Contacts

Jim Sweeney: Office: Uckfield; Tel: 01825 763366; Email: Jims@swindellsandgentry.co.uk
Philip Moorey: Office: Seaford; Tel: 01323 892549; Email: Philipm@swindellsandgentry.co.uk