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 – Dafferns Private Client Partner

The Dafferns Private Client and Personal Tax team

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Dafferns
Dafferns

Brian King

Private Client Tax Partner

Dafferns
Dafferns

Teresa Roberts

Private Client Manager

Dafferns
Dafferns

Karen Keeling

Tax Director

Dafferns
Dafferns

Jackie Whitehouse

Private Client Manager

Dafferns
Dafferns

Keely Hughes

Private Client Manager

Dafferns
Dafferns

Megan Hall

Private Client Semi-Senior

Private client and personal tax news

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Dafferns

Any relief from the rising tide in the Spring Statement?

Brian Jukes

Dafferns

Making the most of your pension annual allowance

Keely Hughes

Dafferns

Tax relief on employee pension contributions

Keely Hughes

Dafferns

Trust registration service for non-taxable trusts

Megan Hall

Dafferns

Reporting Capital Gains Tax on Residential Property

Karen Keeling

Dafferns

The Budget October 2021 – what did we know in advance?

Martin Gibbs

Dafferns

“Death and taxes. What an odd pairing”

Brian Jukes

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