Accounts preparation2


Self-assessments2

At The Richards Sandy Partnership we provide our clients with a personal proactive service. We work closely, not only with our clients, but also with the other professional advisers creating an effective business team.

Self-Assessment Compliance

Our personal tax team have many years of experience in handling the burden of self-assessment for our clients. With shortening deadlines and a strict penalty regime for non-compliance, this service is of huge benefit to the majority of our clients.

Capital Gains Tax Planning

There is a huge amount of planning around the area of capital gains tax with various reliefs and allowances being available. When you are disposing of an asset it is an essential part of the information required to make sure that you are making the right decision.

Estate and Trust Planning

At the Richards Sandy Partnership our Wills and Administration of Estates Services offers clients sensitive, professional, support in dealing with the difficult, and sometimes upsetting, task of preparing for a day in the future that they will not themselves experience.

An increasing number of estates are falling within the scope of inheritance tax due to increasing house prices. Although you will never personally benefit from planning your affairs to minimise your estate on your own death, it is still good planning to pass as much of your hard-earned wealth onto the next generation, especially where it doesn't have to affect your own lifestyle in your lifetime.

Income Tax Planning

We can help you minimise your income tax liabilities through balanced personal tax advice and by looking at the structure of your savings and businesses.

Share by: