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

Personal Tax Planning & Advice

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Who does Ridgefield Consulting work with?

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 always offer the first consultation free of charge 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.

The benefits of personal tax planning

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
Check if this service is right for you

Personal tax planning is not to be confused with financial advice. Ridgefield Consulting are unable to provide specific advice for investment purposes; however we are able to offer services in claiming tax relief from eligible investment schemes such as SEIS and EIS.

How much does Ridgefield Consulting charge for personal tax planning?

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 free 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.

Next Step

What to do if you want to use Ridgefield Consulting

The very first step is to get in touch with us! Give us a call on 01865 24 55 11 or complete the contact form below. Let’s arrange a convenient time for you to meet with us and go from there.


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