Dafferns

Private client and personal tax

Efficient personal and partnership tax return and advisory services

Providing comfort in dealing with Personal and Family Tax Affairs

At Dafferns our over-arching aim is to provide clients with ‘comfort’ in meeting their tax obligations, that the client files correctly and accounts are compliant based on the information provided.

We do this by managing and mitigating risk across 3 key areas:

  • Ever increasing complexity of the tax regime
  • Growing emphasis on the taxpayer’s individual responsibilities
  • Exacting compliance with HMRC legislation ensuring that relevant disclosures are made

If you are an individual, a trustee or executor, owner managed business creating, preserving and looking to cascade long term wealth, or have more than one job or additional sources of income, taxable assets and investments, then you will benefit from a conversation with our Private Client team.

Whether a one-off transaction or an ongoing relationship, the Private Client team prides itself on being the first port of call for a family issue or a change in personal circumstances and can provide guidance across many different aspects of the Private Client journey:

  • Income tax compliance and returns
  • Remuneration planning
  • Family business advisory including ‘family investment companies’
  • Capital gains tax
  • Stamp duty land tax
  • Inheritance tax and will planning
  • Succession planning and pension structures as wealth transfer vehicles
  • UK Trust and estates planning
  • Ongoing trust tax effectiveness and annual compliance
  • Seed enterprise investment schemes
  • Lifetime gifts

Dafferns’ Private Client team offer a Partner led approach, collaborating with other advisors where required, to ensure your wealth works harder, optimising your tax position balancing the tax regime applicable with a deep-rooted understanding of your family and business goals and aspirations.

Our personal approach brings an ability to look beyond the numbers married with an in-depth knowledge of the latest tax regime to ensure that our clients are at the heart of everything we do!

I specialise in implementing tax strategies and providing timely, high quality tax advice to ensure that clients tax affairs are dealt with in the most efficient way, maximising available exemptions to minimise the tax burden

Karen Keeling – 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

Tax Rates Card 2023-24

Available as a PDF download, our annual tax rates card for the 2023-24 tax year

Dafferns Tax Rates Card 2023-24

Dafferns

Karen has looked after my elderly mothers personal tax affairs for many years and we have nothing but praise for her. She provides an extremely comprehensive and efficient service and always deals promptly with any queries we have. It’s so reassuring to know we are in such capable hands and gives us both real peace of mind. 

Amanda Witherall

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