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

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Brian King

Private Client Tax Partner

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Karen Keeling

Private Client Tax Partner

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Teresa Roberts

Private Client Manager

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Jackie Whitehouse

Private Client Manager

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Keely Hughes

Private Client Manager

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Megan Hall

Private Client Senior

Private client and personal tax news

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Do I need to submit a self-assessment tax return?

Karen Keeling

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Significant change in the way self employed are taxed from 6 April 2024

Brian King

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Cryptocurrency exchanges join forces to report transactions to HMRC!

Scott Whitmore

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Digital platforms – Reporting changes from 1st January 2024

Scott Whitmore

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Engagement letters: Strengthening client-professional relationships

Geoffrey Cox

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Seasonal generosity unwrapped: HMRC’s latest gift to Charities in updated guidance

Scott Whitmore

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Brian King’s Reflections on the Autumn Statement 2023

Brian King

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Autumn Statement 2023: Speculation and predictions for tax changes

Brian King

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Understanding P11D Beneficial Loan Interest: Average vs Precise Method

Karen Keeling

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Make the most out of tax allowances and reliefs

Brian King

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Inheritance Tax Planning and the Family Home

Brian King

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Modifications to self-assessment criteria

Karen Keeling

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Optimum director remuneration package 2023/24

Karen Keeling