Donald Reid Group

Personal Tax Planning

In an increasingly complex and ever-changing tax environment, it is important to get tax advice that is clear, creative, cost-effective and comprehensible.

Donald Reid Group’s personal tax team has experience advising on a whole array of personal tax issues for high net worth individuals, company directors, non-domiciles and those with a number of different income sources which require complex tax returns.

With the prospect of increasing tax rates, effective tax planning is more important than ever. We will meet with you and discuss yours and your family’s circumstances and risk profile to offer the right solution to minimise your overall tax burden.


As well as tax planning, we believe that compliance is a fundamental part of our offering. We use our expertise and the latest tax software to ensure that tax returns are completed efficiently, accurately and on time.


We have great experience in dealing with HMRC on a day to day basis but also in representing our clients should they be subject to a tax investigation or enquiry. We also offer clients the opportunity to take out insurance at competitive rates to protect themselves from the increased professional fees that can come about should one of these investigations be launched.

Our personal tax team can help with:

  • High net worth individuals
  • Complex tax returns
  • Directors’ tax
  • Foreign nationals
  • Inheritance tax
  • Trusts and estate planning
  • Share option schemes
  • Tax efficient investments
  • Capital gains tax

To arrange a complimentary meeting to discuss your personal tax planning requirements, please telephone 01628 760 000.




Nov 23, 2018
Nov 21, 2018


Rules introduced with the Finance Act 2016 were intended to try to put an end to the situation where an entrepreneur formed a series of companies and took advantage of claiming entrepreneurs' relief on the cash released by liquidation rather than paying tax on the profits earned and withdrawn as dividend income.  


Oct 31, 2018
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