Personal

Personal & Trust Taxation

Personal

Personal & Trust Taxation Solicitors In The South West

Personal and Trust taxes, and the laws surrounding them, are becoming increasingly complex. Understanding how they apply to you, both now and in the future, is an essential first step towards reducing your liabilities.

Everys has the expertise to assist with completion of Personal Income Tax returns and Income Tax Repayment Claim forms, including those with investment portfolios, capital gains and rental income. We can submit the Tax Returns to HM Revenue & Customs online, claim tax refunds and agree tax liabilities with the Revenue for our clients personally and for estates. For Trustees we can complete Trust Returns, and calculate tax pools for Discretionary Trusts.

Call a member of our Private Client team on 01823 337636 to see how we can help you with your taxes. Alternatively, complete the form below and we will be in touch.

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Your Everys Expert

Alison Jessop Expertise: Personal & Trust Taxation

Alison Jessop

Tax Consultant - Private Client

Tel: 01395 220 017

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Nicola McIntyre

Nicola McIntyre

Partner - Private Client

Tel: 01460 279274

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Hilary Askew Expertise: Court Of Protection, Inheritance Tax Planning, Personal & Trust Taxation, Planning for Later Life, Powers Of Attorney

Hilary Askew

Partner - Private Client

Tel: 01460 279261

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Testimonials

We have benefited from the professional expertise and empathy of Alison Jessop for many years. She has submitted mine and my husband's tax returns for a while, and has thereby reduced the stress levels of us both considerably. She has always responded quickly to any task she undertakes and always keeps us informed. Would highly recommend.

Testimonials

Excellent service and experience throughout. We always felt comfortable and at ease with Nicola. Her knowledge and sincere manner and warmth made our visits a pleasure; we knew that we were in very safe, capable hands.

Testimonials

Hilary was very friendly and welcoming. She dealt with my situation very professionally, explaining everything step by step. It was an excellent service. Thank you!