Personal Tax Client

Here we provided a personal tax solution which included self assessment, claiming tax relief on expenses, online accounting and estate planning advice.

Personal tax client

Introduced a good many years ago to Morris Crocker by one of our staff, the client was in need of advice to manage and grow a small property investment business.  Juggling the demands of working for himself and looking after his rental properties left the client with little time to keep his figures up to date for his end of year tax return.  He was also in the dark as to what expenses and allowances he could claim, especially as he was running his business from home.

Over time the client has built up a substantial portfolio.  We regularly provide him with rental income schedules for inclusion in his self assessment and prepare his business accounts.  Not only do we advise our client on any changes in legislation which may have a bearing, we proactively look for practical ways to help him in his business, such as providing online accounting.

Saving tax is always high on the list for clients whatever their business or situation.  In the case of this client we have recently advised him on a schedule that involves restructuring the business model in order to keep tax costs to a minimum.

Inheritance tax has also been a major concern. We have advised on various ways to reduce the impact including strategic gifts, insurance policies and potential trust arrangements.

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What our clients say...

"I have moved my last two GP practices over to Morris Crocker Accountants, and have been delighted with the level of knowledge, support and help that we have always received from their GP Team.  They have helped us most recently in a complex matter and have made sense of a very difficult couple of financial years for us.  The entire team are approachable, pro-active and endlessly patient and service is always delivered with a smile and a sense of humour!   I could not wish for better service.” - Hillary, practice manager

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