Personal Tax

We can deal directly with the HM Revenue & Customs on your behalf and, should you be selected for a self assessment enquiry, act for you at any meetings.

Stringer Mallard is committed to safeguarding and maximising personal and family wealth.

We aim to build strong, personal relationships with our clients, working together to help them meet their financial goals and objectives.

Our integrated approach to private client services and wealth management covers all forms of taxation. We help our clients with everything from advice on the sale and purchase of a company to dealing with tax investigations at all levels. We advise on the correct business structure from commencement to ultimate disposal. We work closely with our clients other advisers to ensure a seamless service. Our staff are trained to a high standard and have access to all updated legislation and HMRC manuals.

In an age when HMRC are increasing their level of enquiries, we have extensive experience in dealing with the UK Tax Authorities in relation to all forms of Tax Investigations which have become an integral part of our work.

We appreciate that filling in a tax return can be confusing, stressful and frustrating and we are happy to take all of these stresses away. We will complete the form on your behalf and guide you through self assessment ensuring that you are compliant with the submission of your tax return and other relevant forms.  We will make sure you are fully aware of forthcoming deadlines to ensure you are not hit by any unwanted penalties.

We can deal directly with HM Revenue & Customs on your behalf and, should you be selected for a self assessment enquiry, act for you at any meetings.

Our normal annual personal tax compliance service includes:

  • he completion and submission to HMRC of Self Assessment tax returns and supporting schedules.
  • Calculation of tax liabilities.
  • Advising of tax payments and due dates, including balancing payments or repayments and any interim payments.
  • Checking Self Assessment statements of account.
  • Checking PAYE notices of coding.
  • Dealing with minor queries arising during the period including any dialogue required with HMRC.

We deal with other personal tax compliance as the need arises, including dealing with national insurance contribution matters, inheritance tax reporting and calculating capital gains tax liabilities.

Our annual service goes beyond filling in the forms and we critically review tax returns to see if they “look right” based on what we know of our clients. Have you sent us all the information you sent last year, or have you missed one bank account? We cannot take away from you the ultimate responsibility for preparing a correct return, but by taking this extra care we might just help to prevent that tax enquiry!

Income Tax & NI

With the increasing tax rates and capped personal allowances, it is important that you keep up to date with reliefs that are available to you. Our team can help you reduce your income tax to a minimum by the continual monitoring of changes in tax laws and by updating you with the changes and how this can be applied to your current situation.


Capital Gains Tax

This tax is due on the profits made from the sale of capital asset such as property or shares, for example. We can advise you of the best timing of the sale and look at different reliefs that may be available to keep your tax payable down to a minimum or even reduce the tax to Nil. Planning is key in reducing your CGT liability and we will implement the correct approach for you.


Inheritance Tax

This is a tax that is, unsurprisingly, the least thought about but can cause significant damage to the future wealth of your family.  IHT is not payable for estates (including gifts in the last 7 years) of less than £325,000. However, with the rise in property values over the last decade, the tax now affects more families than ever. It is essential that plans are put in place to maintain your family’s wealth and keep IHT to a minimum.

It can be a very complex area but we can give you options, help and advice that will help minimise the tax due.


Stamp Duty Land Tax

We will be able to advise you on the impact SDLT will have on your proposed transaction. We can also review the transaction and advise on any ways to reduce the tax.