Personal Tax Planning for Individuals and Families
Personal tax planning can feel overwhelming, especially when significant wealth or complex circumstances are involved. Our experienced team specialises in helping individuals and families navigate sophisticated tax challenges with confidence and clarity.
Trusted by 300+ clients across the UK and internationally | HMRC clearance success rate: 100%+ | Inheritance tax savings £100m+ |
Specialist Tax Matters
Estate and Inheritance Planning
Trust and Investment Structures
Residency and International Tax
An Expert UK Tax Advisor for Individuals
Many of our clients come to us facing similar situations. You might recognise yourself in these scenarios:
Why Our Personal Tax Planning Expertise Matters
Personal tax law is intricate and constantly evolving. What works for one family may not work for another, even if the circumstances are seemingly similar. Our role as your personal tax advisors is to understand your unique situation, explain your options clearly and help you make an informed decision that aligns with your long-term objectives.
We take pride in delivering practical solutions that not only meet current tax obligations but also provide a foundation for future financial security. Our clients value our ability to translate complex tax concepts into understandable advice they can act upon with confidence. In other words, we simplify everything so you don’t get lost among the tax jargon!
Our Tax Planning Service
Every client’s situation is different, which is why we begin with a thorough understanding of your circumstances, objectives and concerns. During our initial consultation, we’ll explore your specific needs and explain how our expertise can help address your tax challenges.
Whether you’re dealing with immediate compliance requirements or planning for the future, we’re here to provide the specialist support you need.
Ready to Discuss Your Personal Tax Situation?
Get in touch with our team today to arrange your initial consultation. We’ll take the time to understand your circumstances and explain how we can help you achieve your tax and financial planning goals.
Prefer to Talk First?
If you need more information about our services before we get started, we’re here to answer all your burning questions. Simply, request a call back today and we’ll get back to you shortly.
Frequently Asked Questions.
Here is a list of the most frequently asked questions from our clients.
Q.
Is it worth setting up a Family Investment Company for my family?
A.
Family Investment Companies can be highly effective for inheritance tax planning and retaining control over family wealth, but they’re not suitable for everyone and require ongoing management and compliance. The decision depends on factors such as the size of your estate, your investment objectives, family circumstances and how the structure fits with your overall tax and succession planning strategy.
Q.
How do I know if I’m considered a UK tax resident?
A.
UK tax residency depends on several factors including the number of days you spend in the UK, your accommodation arrangements and your work patterns, assessed under the Statutory Residence Test. Given the complexity of these results and the significant tax implications, it’s essential to get professional advice, especially if you have international connections or are planning to relocate.
Q.
What is the inheritance tax threshold and when do I need to start planning?
A.
The current inheritance tax threshold is £325,000 per person (with additional allowances for main residences in some cases), and anything above this is typically taxed at 40%. However, effective planning should begin well before you approach these thresholds, as the most tax-efficient strategies often require time to implement properly.
What Our Clients Think
We always put our customers first, and it shows! Take a look at what our clients really think of us
My wife and i booked a consultation with Omar at Aswatax recently. He provided exceptional advice on property incorporation, offering insights that even our accountant hadn’t considered his recommendations were awesome and we are now implementing them. I highly recommend him to anyone seeking expert guidance on property incorporation or tax matters. Thank you, Omar!
Imran Mirza
ASWATAX Client
Very informed and knowledgeable on uk and international tax affairs, massively helped me as an expat working in Saudi Arabia. I have recommended him to other expat friends of mine! Thanks Omar!
Jamal Bajandouh
ASWATAX Client
I first spoke to Omar over a year ago where we spoke about a Group structure and its benefits. Omar answered my questions, was patient and wasn’t pushy. I knew he was at the end of the phone when and if I received to go down that route.
Eventually when we were ready to move forward with a Group structure Omar made everything simple to understand and the process has been a great experience.
Stuart Griffiths
ASWATAX Client
.jpg)
