Individuals

From tax returns to investment planning, we are ‘safe hands’ for the management of your money.

We work with you to understand your life priorities and ensure you maximise your wealth in terms of tax planning, inheritance tax and pension arrangements.

We develop strong, lasting relationships with our individual clients who rely on us for sage advice on a number of issues.

Contact us today for a no-obligation quote!

Services made for you

Inheritance Tax Advice

We’re here to help, not hinder.

Bourne are specialists in dealing with UK inheritance tax, which is without doubt the most unpopular Tax in the UK and often referred to as the death tax as a result.   In recent years the government have strived to make the rules surrounding taxation easier to understand but with the value of properties increasing faster than inflation never before have so many individuals been at risk of being caught in the Inheritance Tax Trap.  it makes sense to seek expert advice early and reduce your exposure.

Personal Tax Advice

Around the Clock Attention.

Good tax advice relies on knowing your client, communicating with them regularly and understanding their medium and long term goals. Choosing your tax adviser is therefore a commitment for the long term and one you want to get right.

Self Assessment Tax Returns

Personalised Care for All Your Accounting Needs.

Most people don’t enjoy preparing their annual tax return, particularly where they don’t feel they fully understand the requirements and complexities within tax laws, however, the process of preparing the return is often the point where potential tax planning opportunities are identified. Let us help you.