Personal Tax

Our experienced Personal Tax Team offers comprehensive advice on UK tax and trust issues. We focus on tax mitigation, strategic planning and wealth preservation – drawing on years of experience to provide tailored solutions that meet your unique needs. 

Navigating the complexities of the tax system requires more than just preparing tax returns – it demands expert guidance to achieve your financial goals efficiently.

Our diverse client base includes high-net-worth individuals, owner managed businesses and non-domiciled individuals. We handle all aspects of personal tax return preparation and submission, ensuring accuracy and compliance while maximising your tax efficiency. 

Personal Tax

Preparation and filing of basic and comprehensive self assessment personal tax returns (covering all sources of income and optimising tax reliefs) as well as providing tax compliance advice.

Trust Tax

Our experts manage trust tax self assessment returns, ensuring all obligations are met and taking advantage of any available reliefs, as well as the completion of R185’s.

Estate Tax

We provide comprehensive estate tax services, navigating the complexities to ensure compliance and tax efficiency. This includes reviewing and advising on Estate tax positions, ensuring your plans remain effective and aligned with correct legislations and your personal goals, as well as the completion of R185’s.

Estate Registration

Our estate registration services ensure that all necessary legal and tax requirements are met promptly and accurately.

Trust Registration

We manage the registration of trusts ensuring compliance with all relevant regulations.

CGT 60 Day Report

We assist with the preparation and submission of Capital Gains Tax (CGT) 60-day reports, ensuring timely and accurate reporting.

Contact us

Helen Williams

Learn more

Digital advisory services

Working hand-in-hand with our outsourcing colleagues, our digital advisory team will help you save valuable time, so that you can focus on driving growth in your business.

Benefits include:

  • Tailored app recommendations, based on your business need
  • In-house technical expertise to link your bespoke ERP to cloud-based software
  • Access to real-time, on-the-go financial information
  • A digital healthcheck or Finance Function Review to establish current efficiency
  • Training and support to keep you on track

Our dedicated team will match your needs with cutting-edge technology and a dedicated chartered accountant to deliver pro-active management of finances.

Let’s get digital

talk to us

Talk to our experts

It’s our job to clear the way so you can focus on what inspired you to go into business in the first place.

Related services

Tax Planning

Learn more


Digital Advisory

Learn more

Contact us

Find out more about how Harold Sharp works, and how we can help you.