Personal tax planning

Our services are not restricted to businesses: we have a large core of personal tax clients.

Whether you need assistance with your self-assessment tax returns or advice on inheritance tax planning, we can help you.

Eura Audit UK’s dedicated team can provide the following services:

  • Advice on minimising tax liability for all personal taxes, including:
    • Income tax
    • Capital Gains Tax (CGT)
    • Inheritance tax (IHT)
    • Non-domiciliary taxes
  • Completion and filing of relevant returns
  • Advice on which payments are due and when
  • Advice on trusts and estates.

Please contact us to discover how we can help you make the most of your wealth.

Estate and inheritance tax planning

Early planning is crucial when making arrangements for the future of your estate upon your death.

Such forethought may enable you to take full advantage of the tax opportunities available and thus maximise the amount that is passed to your beneficiaries.

We provide a discreet estate planning service that includes:

  • Help with drawing up and reviewing your Will
  • Making full use of exemptions and lower tax rates on lifetime transfers
  • Optimising lifetime transfers between spouses
  • Transferring agricultural or business property
  • Transferring assets into trust
  • Arranging adequate life assurance to cover potential inheritance tax liabilities.

Contact us today to discuss how we can help you preserve as much of your wealth as possible for your chosen beneficiaries. But don't leave it too late!

Trusts and executorships

Trusts are relatively easy and very tax-efficient ways to set aside assets for future beneficiaries outside of the inheritance tax net. They can also be useful for:

  • Providing funds for your children's education, maintenance, etc.
  • Restricting access to property by future beneficiaries
  • Providing for people who are mentally or otherwise incapacitated.

We can advise on the most suitable type of trust for your purposes, set up trusts and provide a full range of accounting services for trusts.

Call us today for more information.


View more in our Services for Individuals section

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Ripon Office : Eva Lett House, 1 South Crescent, Ripon, North Yorkshire HG4 1SN
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