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Services Overview

Personal Taxes

As well as offering a tax return service, we can help you to minimise the amount of taxes you need to pay.  Often working closely with our financial services business, Monahans Financial Services Limited, we will develop tax strategies that help you to meet your financial goals. These services include:

  • Income tax compliance
  • Inheritance Tax planning
  • Other estate planning for gifts and wills
  • Trusts taxation and planning
  • Personal Capital Gains Tax planning
  • Financial services and associated tax issues

For further information on some fo these topics visit Monahans Financial Services Ltd.

Our Personal Tax Specialists

A_Cohen_Tax_Partner_at_MonahansAnthony Cohen

Tony is a Tax Partner specialising in Trusts, Capital Gains Tax, Inheritance Tax and Estate Planning.  He can be contacted via this link or on (01793) 818300.

 

 

K_Crawford_tax_partner_at_Monahans_in_ChippenhamKate Crawford

Kate is a Tax Partner and specialises in private client matters, Capital Gains Tax, Inheritance Tax and Trusts.  She can be contacted via this link or on (01249) 766966.

 

 

Personal Tax Information Sheets 

Take some tax action

Time to think about inheritance tax

Minimising Taxable Interest from Savings and Dividend Income

Capital gains tax hold over relief on transfer of an asset under court order

 

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"One of the best actions we have taken since coming to Wiltshire in 1983 is to have appointed Monahans to look after our tax affairs."

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