Individuals and private clients

Every pound of income tax you save means more income at your disposal, every well planned disposal of assets maximises your net of tax proceeds and every IHT planning minimises the tax burden for the next generation

Brian King – Dafferns Private Client Partner

I’ve known Carol Jones since 2004 when Dafferns took over our GP partnership accounts from our previous accountant. 

She has been responsible for my personal expenses and tax liability calculations for self assessment as part of a three/four partner GP medical practice. She also calculates my superannuation liabilities or refunds. The practice have annual face to face meetings to discuss and finalise the partnership accounts and Carol has always been professional, personable and approachable. She’s always prompt when dealing with queries. 

I retired in April 2020 and now that Dafferns are working remotely due to Covid restrictions Carol has assisted me in speaking to NHS Pensions to assist with a number of pensions and annual allowance issues that have arisen. She’s been very efficient in dealing with my final practice accounts, final self assessment liability and pension annual allowance tax calculations. 

I would happily recommend Carol to anyone requiring accountancy advice.

Karim Khan – Manor Court