Personal Tax Planning & Advice

Personal tax planning is an effective solution for those who are interested in organising their tax obligations longer term. Our personal tax planning service offers advice on guidance on strategic methods to manage and minimise future tax liabilities, as well as protect wealth.

Personal tax planning is able to cover but is not limited to:

Managing income tax and multiple income streams
Capital Gains Tax planning for disposal of assets whether it be by sale or gift
Inheritance Tax planning to minimise the tax burden on those receiving your legacy
Land and property portfolio planning to minimise tax exposure on investments
Tax-efficient investment schemes such as SEIS or EIS
Tax relief options such as Entrepreneurs’ Relief

Get In Touch

Please contact us on

01865 24 55 11

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Frequently Asked Questions

Ridgefield Consulting is based in Oxford and we are conveniently located to serve those in Thames, Witney, Wantage and surrounding Oxfordshire areas. However, we do have full capability to serve clients further afield and regularly visit clients in locations such as London, Birmingham, and the Cotswolds.

Our tax planning client portfolio includes high-net worth individuals, landlords and angel investors. We do welcome clients from different backgrounds and welcome you to book in for a consultation so that we can introduce ourselves, find out more about you, and give you a chance to see if we would be a good fit for your needs.

For anyone who uses an accountant to help with their self-assessment tax return, there will be an element of basic tax planning included. However, a full review and strategic plan tailored to your individual objectives can be beneficial in more ways than one, including:

A roadmap of future tax bills and savings giving you certainty over your finances
Strategies to significantly reduce your tax bills
Gain an understanding into complex UK tax rules with a dedicated accountant to provide explanation and clarification on your queries
Protect yourself from exposure to risk as your accountant will ensure that you remain compliant with your tax obligations

Ridgefield Consulting does not operate on fix-fee charges. That’s because we don’t believe anyone should have to pay for more than what they need. Every client we meet will have their own individual complexities and their own financial goals. Our introductory consultation will allow you to discuss your needs. We will then prepare a quote detailing what your individual tax planning report will include as well as list line by line any further work that may be required in order to achieve your desired outcome.