A journalist on the i Newspaper is looking for a tax expert/ accountant to speak to about the various things we need to do as the end of the tax year approaches. The journalist has a checklist that they'd like to go through with someone with a grasp of this issue and who can explain the nitty/gritty in clear and simple terms - from capital gains allowances to getting ahead with tax returns!If you're interested, can you let us know in the thread.

financial services

Tax expert/accountant to talk about preparing for tax year end

Happy to help with this. We retain the services of a tax adviser to compliment our tax planning for our financial planning clients.

Ross Lacey

I'm the Director of Fairview Financial Management.  A Chartered Financial Planner, Independent Financial Adviser (IFA) and Whole of Market Mortgage Broker.

Our business specialises in helping people make the most of their money, so they can make the most of their time.

One of our Chartered tax planningexperts at Lumin Wealth would be happy to help with this. 

Joe Fisher

Martin is a Chartered Financial Planner and Fellow of the Personal Finance Society. Martin started his career over 30 years ago as a financial adviser with a large insurance company and founded Lumin based on referrals and recommendations from satisfied clients and professional connections.

Martin Cotter

I am happy to chat about the things we do for our clients before the end of the tax year e.g. make use of their allowances

Joshua Gerstler

Chartered Financial Planner
Fellow of the Personal Finance Society
Ex-Deloitte Chartered Accountant

Hello. I have been advising clients on personal tax for over 25 years and happy to help with talking through year end planning ideas, and crucially, how they affect people (and their pockets!)

Sam Hart

Sam is Partner and Head of Private Client tax at Claritas. With over 25 years' experience, and a doctorate in tax, Sam is a leading commentator on tax and specifically personal taxes, including CGT, IHT and trusts.

Hello, I can help! I work for a chartered accountacy with over 25 years of experience. Our Managing Director will happily answer your questions. my email is: lauren@ridgefieldconsulting.co.uk

Lauren Wright

Ridgefield Consulting is an independent, family-run firm of chartered accountants serving the Oxford and wider Oxfordshire area. They’re registered with both the ICAEW and ACCA, and their wealth of experience means they can offer their expertise to all sizes of businesses as well as private individuals. From self-assessment tax returns to company formation, and even claiming R&D tax credits, their dedicated approach is focused on meeting your needs and helping you achieve your goals. With a strong and proven reputation for delivering excellent quality service levels, they offer cost-effective and good value tax, accounting, and business support solutions. Contact them for a personalised no-obligation quote. 

Tax expert/accountant to talk about preparing for tax year end

5 responses from the Newspage community
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Ross Lacey

Director & Independent Financial Adviser at Fairview Financial Management

Joe Fisher

Financial Planning Manager at Lumin Wealth

Joshua Gerstler

Chartered Financial Planner at The Orchard Practice

Sam Hart

Partner at Claritas Tax

Lauren Wright

Marketing Communications Outreach & PR Executive at Ridgefield Consulting

5 responses from the Newspage communityCopy all

5 responses from the Newspage community
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