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

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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

Dafferns

Karen Keeling, Dafferns new Tax Director

Martin Gibbs

Dafferns

Brian King’s review of the Autumn 2018 Budget

Brian King

Dafferns

Making Tax Digital – Big Vat changes in April 2019

Karen Keeling

Dafferns

Inheritance Tax Planning and the Family Home

Brian King

Dafferns

Making Tax Digital – Mandatory Vat accounting from April 2019

Martin Gibbs

Dafferns

Do you need to disclose money or other assets abroad?

Brian Jukes

Dafferns

National Minimum and Living Wage rates from October 2016

Martin Gibbs

The Dafferns Private Client and Personal Tax team

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Brian King

Private Client Tax Partner

Teresa Roberts

Private Client Manager

Karen Keeling

Tax Director

Carol Jones

Private Client Manager

Jackie Whitehouse

Private Client Manager

Megan Hall

Private Client Assistant

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