Personal Tax

In an increasingly complex tax environment with increasing tax rates, it is more important than ever to get tax advice that is clear, concise and relates to your unique situation.

Donald Reid Group’s Personal Tax team understand that every individual is different, often with unforeseen changes and therefore you need personal tax planning tailored to you. 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.

Compliance
Personal tax compliance plays a fundamental role within the services we offer as it often assists us with tax planning. We use our expertise and the latest tax software to ensure that tax returns are completed efficiently, accurately and on time.

HMRC
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 subscribe to our tax enquiry fee protection service 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:

  • Personal and partnership tax returns
  • Capital gains tax
  • Inheritance tax
  • Trusts and estate planning
  • High net worth individuals
  • Extracting profits in a tax efficient manner
  • International tax advice for non-UK resident or non-UK domiciled individuals
  • Tax efficient investments
  • Share option schemes
  • Stamp duty

"Having recently switched to Donald Reid I was instantly impressed with the level of personal service I received and the clear synergy between their different members of staff. Not only does I feel as if I’d moved to a thoroughly modern accountancy firm, I feel as if I’m working with real people too, which is much appreciated. In Stephanie and Rachel, I have contacts who are immediate and helpful with their responses- I’m deeply impressed by their approach and very grateful for all their efforts."

Daniel Pullen - Daniel Pullen Photography

 

Donald Reid Group
18a King Street, Maidenhead, Berkshire SL6 1EF | T: 01628 760 000 | E: info@donaldreid.co.uk

"My company has used DRG for a number of years. They are proactive and efficient with all aspects of their work. They keep on top of our tax and accounting requirements, and help with the development of our business strategy.

We view DRG as a key supplier and crucially a partner and would highly recommend the firm – in particular to other fast growing businesses."

David Folkman, Director

"I’ve worked with a number of accountants over the years and have never found another company who offers the same level of care, support and professionalism. They’re always on hand to offer advice and guidance, above and beyond the service that I pay for. I would recommend them wholeheartedly."

Joe Hill, Director

"Very supportive and friendly company from day one."

Outdoor Academy

"I have always worked as an employee so when I decided to set up my own business, I did not know where to start. DRG took the time to explain how working as a sole trader would be more beneficial to me setting up a limited company (which I had always thought was a requirement for running a business). They gave me practical advice on the records I need to keep as well as general guidance on setting up my business and helped me claim a large tax refund after my first year of trading."

Sole Trader

"I have been a client through a number of different ventures with DRG since 2007. They have proved the benefits of a local firm with Big 4 experience in providing sound business and tax advice by being accessible, having in-depth knowledge of my business and able to form good working relationships at different levels with me and my staff. We also enjoy the benefit of their excellent accountancy and payroll services. I couldn’t recommend them more highly."

Paul Dunn-Sims, Halcyon Home Care

"I have been extremely impressed with the service level and attention to my business."

Sherwood Event Services

"DRG provide excellent services to Extrinsica Global that enable us to focus on our priority – growing the business."

Extrinsica Global

"A professional service at a competitive rate. Perfect for small businesses."

Design & Technical Management

"We have used DRG since our incorporation. They have supported our development providing sound business advice on top of our accounting requirements.

They are proactive and helpful in responding to queries and I would recommend them to any prospective client."

Rob Farrow, Alchemy Fireworks Ltd

"Daniel and his team at DRG provide a friendly service and are always able to explain issues in clear terms."

Kensington Communication Consultants

"An excellent service, good advice – we would recommend."

Burnham Garage