Individuals and private clients

The UK personal tax regime is complicated and we are here to help you optimise your tax affairs

Dafferns

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 – Private Client Partner

The Dafferns Private Client and Personal Tax team

View the team
Dafferns
Dafferns

Brian King

Private Client Tax Partner

Dafferns
Dafferns

Karen Keeling

Private Client Tax Partner

Dafferns
Dafferns

Teresa Roberts

Private Client Manager

Dafferns
Dafferns

Jackie Whitehouse

Private Client Manager

Dafferns
Dafferns

Keely Hughes

Private Client Manager

Dafferns
Dafferns

Megan Hall

Private Client Senior

Private client and personal tax news

View all articles
Dafferns

Make the most out of tax allowances and reliefs

Brian King

Dafferns

Inheritance Tax Planning and the Family Home

Brian King

Dafferns

Modifications to self-assessment criteria

Karen Keeling

Dafferns

Optimum director remuneration package 2023/24

Karen Keeling

Dafferns

Trustee’s obligations under HMRC’s Trust Registration Service

Karen Keeling

Dafferns

Make the most of inheritance tax reliefs and exemptions

Brian King

Dafferns

Beat the Capital Gains annual exemption reduction from 6 April 2023

Keely Hughes

Dafferns

A fresh look at Cash Individual Savings Accounts (ISA)

Karen Keeling