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

Private client and personal tax news

View all articles
Dafferns

“Death and taxes. What an odd pairing”

Mark Withington

Dafferns

Reporting Capital Gains Tax on Residential Property

Karen Keeling

Dafferns

Changes in rates of Stamp Duty Land Tax

Karen Keeling

Dafferns

Budget 2021: Capital Gains Tax and Inheritance Tax

Brian King

Dafferns

Lifetime gifts – inheritance tax planning

Karen Keeling

Dafferns

Deferral of 31 July 2020 Payment on Account

Karen Keeling

Dafferns

Capital Gains tax changes on private residence from April 2020

Karen Keeling

Dafferns

5 reasons to protect yourself from an HMRC enquiry

Brian Jukes

The Dafferns Private Client and Personal Tax team

View the team

Brian King

Private Client Tax Partner

Teresa Roberts

Private Client Manager

Karen Keeling

Tax Director

Jackie Whitehouse

Private Client Manager

Megan Hall

Private Client Semi-Senior

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