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Services

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Personal services

Tax advice for individuals and families

Personal tax planning

Save on income tax, capital gains tax on disposal of assets and inheritance tax by taking a strategic long-term approach.

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Self-assessment

We’ll run the calculations, complete the income tax return forms and offer advice on how you can reduce your tax bill.

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Financial services

Independent, expert wealth management advice from LighthouseCarrwood Ltd, embedded in our team.

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Trusts & executorships

Advice on types of trust, trust setup, trust accounting and guidance on wills.

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Probate

When a loved one dies the last thing you need is to have to deal with their financial affairs. Let us handle that for you.

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Retirement strategies

Everyone hopes to maintain their standard of living in retirement but achieving that takes serious forward planning.

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IHT & estate planning

Start planning today to make sure that your wealth goes to those who you most want to benefit after your death.

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Fee protection

If HMRC decides to look into your financial affairs our tax investigation service, backed by insurance, will cover it.

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Need something more or different?

No two people are the same and the way tax laws, reliefs and allowances interact adds more variables to the mix. With that in mind, it’s often a good idea to discuss your particular situation with an experienced accountant who knows the right questions to ask.

Contact us today

Get in touch with our team at 01293 521191 or info@placedobson.co.uk