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Personal tax

When you’ve worked hard during your life, you want the wealth that you’ve created to benefit you and the people that are important to you.

The team at SRG Newmans provides expert personal tax compliance and advisory services – from self-assessment tax returns, through to retirement and estate planning.

Self-assessment tax returns

We provide a comprehensive self-assessment returns service, ensuring that you pay the correct amount of tax, on time to avoid late filing penalties.

Retirement planning

Planning for a comfortable retirement requires early preparation. We can help you navigate the complex rules and options related to pensions. Whether you already have a pension scheme or are looking to boost your retirement savings, our team can offer sound guidance tailored to your needs.

SRG Newmans
Inheritance Tax planning

With inheritance tax (IHT) levied at 40 per cent on estates above a £325,000 threshold, and the price of many homes pushing estates over the IHT threshold, taking expert advice to reduce future tax bills for your family is a sensible investment. We can minimise your tax liabilities whilst ensuring to retain enough capital and income to ensure a comfortable retirement.

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