Personal Tax Planning

Personal tax planning and self-assessment can be complicated and time-consuming, but Metta Accountants is here to simplify the process for you. We can provide expert advice and support to help you manage your personal tax affairs and ensure that you’re in compliance with all tax regulations whilst exploring tax saving opportunities to save some extra cash.

Here are some of the personal tax planning services we offer:        

• Income tax planning: We can help you plan your income taxes to ensure that you’re paying the correct amount of tax whilst maximising your tax savings. We’ll review your income streams and help you identify potential tax credits and deductions.                     
• Retirement planning: We can help you plan for your retirement by providing advice on tax-efficient savings and investment options. We’ll help you navigate the complex landscape of pensions and other retirement plans to ensure that you’re saving effectively for your future.                              
• Inheritance tax planning: We can help you plan your estate to minimize your inheritance tax liability, ensuring that your assets are distributed according to your wishes.
• Capital gains tax: If you’ve sold or disposed of an asset, such as a property or shares, we can help you calculate and manage your capital gains tax liability.  
• Non-domiciled tax planning: We can provide specialist advice to non-domiciled individuals to help you understand your tax obligations and minimize your tax liability.               
• Property tax planning: We can help you understand the tax implications of owning and renting out property and advise you on the most tax-efficient ways to manage your property portfolio.                                            
• Employee benefits and expenses: We can advise you on the tax implications of employee benefits and expenses, and help you design a tax-efficient employee benefits package.
• National Insurance planning: We can help you understand your National Insurance contributions and plan your finances to minimize your National Insurance liability. We can also help you make sure you have made enough contributions to be eligible for a full statement pension on your retirement.                         

At Metta Accountants, we understand that personal tax planning and self-assessment can be overwhelming. That’s why we provide expert advice and support to help you manage your taxes and ensure that you’re in compliance with all tax regulations. Contact us today to learn more about how we can help you with your personal tax planning and self-assessment needs.