Bloomsbury Financial Planning

Smart ideas about wealth

Wealth management

Personal tax compliance

At Bloomsbury we aim to look after all aspects of your financial well-being. Your personal tax compliance is just one area where you may find our advice beneficial.

We will either liaise with your existing tax adviser or introduce you to a firm who can provide you with assistance in this area.

This service includes:

• Tax minimisation strategies and advice.
• Tax data on investments passed to your accountant to allow annual personal tax return completion.
• Liaison with HM Revenue and Customs.