Individuals

Help for Individuals - Private Client Services

With the tax regime becoming more complex and more emphasis being put on taxpayers' individual responsibilities, everyone who is subject to taxation needs professional advice and support. We are tax specialists and here to help you.
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Private Client Personal Tax

The UK personal tax regime is complicated and with Pay and File the onus is on you the taxpayer to get it right and pay on time

We are here to help

Inheritance Tax

IHT planning helps to protect your assets and minimise the Inheritance Tax burden for the next generation

Inheritance Tax

Wills and Trusts

Expert advice on your Will and the use of Trusts to protect your assets to ensure they are passed on in a tax efficient way.

Wills and Trusts

Tax enquiry fee protection

We hope that you are never subject to scrutiny by H M Revenue & Customs but it’s more important than ever to be protected against any risk.

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Integrated Tax Planning

360 degree personal and business tax mitigation and planning – linked with wealth management, pensions, investments and protection

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Pensions investments protection

Straight forward Independent Financial Advice from Dafferns Financial Services

Pensions investments protection

2017 / 2018 Tax Rates Card

Download a pdf of our ever popular tax rates card

Download

Dafferns OpenSpace Login

The Dafferns client portal – securely upload and access your files and documents

Secure login