Services for Individuals

Individuals are what make businesses tick and that's why Sherlock & Co support individuals with the same level of care and attention as businesses themselves. We pride ourselves on building long term, meaningful relationships where we get to understand our clients and are what they are trying to achieve.

Whether you need to prepare a standalone tax return or review whether a tax refund has been calculated correctly; whether you are a private landlord, a taxi driver, a high-flying consultant, or entrepreneur; Sherlock & Co help all sorts of individuals keep on top of their affairs with very little fuss.

Sherlock & Co also assist individuals plan for the future by reviewing and implementing inheritance tax planning and when HMRC enquire into our clients' tax affairs; we are there to fight your corner too. 

Below are links to the common services that we provide to existing clients.

 

 

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Inheritance Tax Planning | Executor Services and Estate Tax

Protect your wealth from HMRC; make sure you pass on your hard-earned wealth to your children and their future generations.
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HMRC Enquiries | Tax Investigation Service

HMRC largely operate a 'self-assessment' policy where you have to understand the tax rules and apply them correctly. But, HMRC have the right to object and disagree by raising an enquiry. We assist clients by insuring against the cost and by liaising with HMRC at all stages.
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Personal Tax Planning

Every individual in the UK who earns untaxed income may be required to complete a Self-Assessment Tax Return. We can help you complete a Tax Return with minimal fuss, but we can also help you plan you affairs so that you pay as little tax as you are legally entitled to.
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Rental Accounts

Whether you rent out a single property or have a portfolio; if you are in receipt of rental income, then the net profits must be recorded in a certain way and be reported on a Self-Assessment Tax Return. We look after many private landlords; so we know what we are talking about.
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Trust Accounts | Trust Tax

Putting your assets into trust whilst still alive can be an effective way to shelter your family's wealth from Inheritance Tax. We help clients plan for their 'old age' and beyond.
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