Personal Services

Our service is trusted by a wide range of individuals, including owner managers, top flight executives and people with substantial investment portfolios.  We take the stress and inconvenience of dealing with their financial paperwork away from them.   We make their lives easier.​

Personal Tax
Self-Assessment Tax Returns
We can complete your returns for you and work out what you will need to pay and will always seek to minimise your tax liabilities.  We can also handle any enquiries from the Inland Revenue, making it a far less stressful experience for you. 

Overseas Tax Issues
If you are moving abroad, or if you are a non-UK resident considering moving to the UK, we can assist you.  We will help you manage your tax affairs efficiently with reference to foreign regulations. 

Personal Tax Consultancy
We provide a personal tax planning service.  We will review your situation and advise you on the current range of tax efficient investments.  We can also advise you on ways to minimise capital gains tax.

Inheritance Tax
​Planning for inheritance tax is essential.  We evaluate your situation and provide you with a personal inheritance tax planning report, which sets out actions and timescales. 

We will meet with you either in our offices or at your home if you wish.  We can liaise with your solicitors in the drafting of any legal documentation. 

Trusts
​Trusts can provide you with a flexible mechanism for dealing with your personal and financial issues.  We can help you consider the key issues for you and help find the best trust vehicle to suit your needs.

We have experience in dealing with trusts for education and maintenance provision, generation skipping in valuable private companies or accumulating funds for a grandchild.

Wills and Executorship
​Many clients trust Myrus Smith to act as executors for their will.  We advise on the collection and distribution of assets and deal with all tax matters.  We minimise disturbance for your family and provide support with sensitivity.