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Tax and Estate Planning

Nobody volunteers to pay Tax, so why do so? There are ways in which you can legally avoid or mitigate Tax charges. We can assist you to plan for the future so that your hard-earned savings and other assets incur the least amount of Tax possible.

In complicated tax planning scenarios we can help access specialist advice in areas of Inheritance Tax and Capital Gains Tax planning. We also deal with personal Income Tax and the completion of annual Self-Assessment Returns.

Contact Jacqueline to find out how she can assist you.


Contact Us


Contact us to arrange an appointment to see how we can help you.

Client Comments


I'm so very grateful  to Sally McCartney for all the service, support, and advice she has given me over the past two years. I'm in no doubt that without  her valuable expertise I wouldn't be in the same position as I am now. I feel a lot more reassured, informed and confident.  Once again, from the bottom of my heart, thank you.

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