Personal Tax services, Tax Planning, Trust Tax
Jonathan is a Chartered Tax Advisor with 15 years’ experience and specialises in delivering a full range of tax services for clients, principally the completion of annual self-assessment tax returns for individuals and partnerships, as well as ad-hoc advice as and when required.
He also has experience in dealing with the tax affairs for Trusts and Estate clients, as well as Capital Gains Tax and Inheritance Tax planning.
Jonathan also deals with clients’ Capital Gains Tax affairs, and assists in calculating the tax due, preferably in advance of a transaction being completed.
Additionally, Jonathan assisting clients in claiming funds in respect of the Coronavirus Job Retention Scheme and keeping them up to date with the many changes that have happened.