Private client and personal tax

Efficient personal and partnership tax return and advisory services

Helping you optimise your personal and family tax affairs

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 if they are to optimise their tax position and ensure they meet all the compliance requirements.

We are the tax specialists and can provide you with year round tax advice on:

Income tax
Capital Gains tax
Inheritance tax
Trusts and estates

Make sure you take full advantage of the tax saving opportunities open to you – contact us today for a personal tax planning review.

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

The Dafferns Private Client and Personal Tax team

View the team

Brian King

Private Client Tax Partner

Karen Keeling

Tax Director

Teresa Roberts

Private Client Manager

Jackie Whitehouse

Private Client Manager

Megan Hall

Private Client Semi-Senior

Following redundancy, I made a decision to become self-employed. I discussed my plans with a number of accountants, but Dafferns were the only one who advised me that I was entitled to re-claim tax on payments made by my previous employer, which had been incorrectly taxed at source. The repayment amounted to over £7000. Very helpful in my first year of business
Rodger Hope – Health and Safety Consultant