Morris Crocker - Chartered Accountants
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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.

For a free initial meeting to discuss how we can help you contact us online or call us on T: 023 9248 4356T: 023 9248 4356


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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.

We have removed the client's name from this case study to protect their identity.

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REF: MC/RQ/1.7

 

What our clients say...

We have used Morris Crocker for a number of years and I have worked with their team for some time. Their commercial awareness of the industry has been of paramount importance to us and their service is both consistent and professional at all times. My practice feels well supported not only with finances and accountancy but also with operational resilience and technical help for financial systems as required. If you are looking for primary care accountancy then look no further than Morris Crocker, we could not recommend them highly enough.

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REF: MC/NL/1.2