Personal tax compliance

Look after your tax

For many of us, taking care of ourselves and our loved ones means providing as high a standard of living as we can with our income. Unfortunately, with tax obligations, that’s easier said than done. Many turn to tax planning to reduce their bills, but you must ensure you’re remaining compliant and mistake-free. Failure to do so could result in substantial penalties.

With our experienced team, you can rest assured you’re on the right track, benefiting from a carefully crafted tax plan. Whether it’s keeping you compliant with your capital gains taxes (CGT) or your dividend top-ups as a company director, we’re there to help.

Compliance is especially important when it comes to planning for the taxation of your estate. Lots of people have been caught out by the ‘gift rule’ in the past couple of years, which exempts assets given away within seven years of the asset owner’s death from inheritance tax. Due to the nature of the rule, however, thousands of people continue to benefit from the asset even after it has been gifted – this caused them to be disqualified and end up paying more tax.

We can also devise a careful strategy to minimise your tax liability. We’ll make full use of your CGT allowance to save you money when you sell assets, including residential property, for instance. We can also make sure you get paid in the most tax-efficient way possible if you’re a company director.

Here’s what our clients think

“Synergee Ltd and in particular Darren Austin, were recommended to me and on speaking to Darren my mind was put at ease. He is knowledgeable and efficient and always at the end of the phone to answer any queries or concerns, giving excellent advice on tax efficiency both on company and personal tax matters. Highly recommended.”


L’Hibou Consultancy Ltd

Want to know more?

If you’re ready to find out how we can help, get in contact now, and we’ll see what we can do to support you.

Call us on 01892 772960

Email on info@synergee.org.uk