The services we offer

What We Do

Please find below a list of the services available at Banks Sheridan Accountants.

Personal Tax

Personal Tax Services Just For You

Our personal tax services are as individual as you are. We understand that your financial situation, monetary needs and goals for the future, are all unique – which is why we only ever provide a tailored tax service to really make a positive difference.

We take the time to get to know you and your current financial position as well as your plans for the future. This way, we can make sure your affairs are as tax efficient as possible, as well as being flexible, so they can be adjusted as your needs change.
Working closely with you, we will help you make the right financial tax decisions by providing insight into the tax implications of wider decisions. We have extensive experience of working with a wide range of individuals and financial circumstances and can help you plan for your future in the most tax efficient way.

Personal Tax Services That Support & Save

We are here to advise you on all personal tax matters which will assist in protecting your wealth and working towards your financial aspirations.

As well as helping you with your annual tax return, our accountants will assist you with structuring your affairs in a tax efficient manner. From income tax and property tax through to inheritance tax and reviewing your will, we’ll help you stay tax efficient and achieve your goals for your ongoing financial security – for you, your family and loved ones.

We can help you with all tax-related matters, including:

  • Preparation of Self-Assessment Tax Returns
  • Income Tax, Capital Gains Tax and Inheritance Tax advice
  • Property Tax planning
  • Tax efficient retirement advice
  • Tax efficient will planning
  • Tax efficient succession planning for company directors
  • Handling HMRC enquiries on your behalf

Save Time, Money & Stress With Banks Sheridan

We take care of every aspect of your personal tax needs. From understanding your individual situation in order to establish ways to reduce your personal tax liability through to acting as your agent with the Inland Revenue, we are here to make managing tax easy.

You can make the most of your money, put plans in place for your future, and meet every requirement of Revenue and Customs, as we will look after your finances and keep you tax efficient.

We hope to have the opportunity to work with you and provide tailored personal tax services that support your success. To speak to one of our specialist accountants, please contact us on 01270 530970 or email enquiries@banks-sheridan.co.uk