Private Client

We assist individuals to ensure that their income tax, capital gains tax and inheritance taxes are reported correctly and legitimately minimised.

Our aim is to ensure that your personal tax compliance requirements, whether simple or complex, are managed in a pro-active manner which ensures that your taxes are:

  • Accurately reported
  • Reported in a timely manner
  • Proactively but legitimately minimised
  • Communicated to you with “no surprises”
  • Dealt with the lowest possible risk of any enquiries from HMRC

Our team

Our locally based Personal Tax Compliance team will help you to ensure that your taxes are reported correctly. They will take into account all the reliefs and exemptions you are entitled to and they will ensure you have plenty of notice of how much tax you have to pay and when!

Should your affairs be complex, our team will help you report the taxes to minimise the risk of HMRC seeking additional information or opening enquiries. We are proactive and transparent in our dealings with HMRC, which reduces the risk of time consuming (and often fruitless) enquiries from HMRC.

Our team are happy to correspond with you in the manner you prefer, whether that is by telephone, post, e-mail or by using client portal or “dropbox” arrangements. We provide efficiency and automation wherever possible to ensure that we are keeping our charges as low as possible.

We believe real value comes from having a proper understanding about you and your affairs. You should have the opportunity to speak to the same tax adviser each time you need our help and you should have the opportunity to receive face to face advice should you need it.

Chris Hodgson
Tax Associate

Chris is a Chartered Accountant and Chartered Tax Advisor, and has been with MHA Tait Walker since 1987. Chris advises individuals on how to manage and minimise their lifetime tax bill, which can include taxes on income, capital gains and inheritance tax planning, including the efficient use of trusts. His areas of expertise require Chris to work closely with our Wealth Management department, and also specialises in working within the Agriculture sector.

Dorothy Johnston
Tax Manager

Dorothy first joined MHA Tait Walker in 1988. She is a fully qualified Chartered Tax Advisor working as a tax Manager in the tax department. She deals mainly with personal and partnership tax and some inheritance tax planning.

Laura Dickson
Senior Tax Manager

As a Senior Manager in our Private Client tax department Laura manages tax planning and compliance obligations for her clients, specialising in high net worth individuals and partners of professional practices. She manages tax residence planning work and is experienced in dealing with non UK domicile individuals. Laura works closely with our Wealth Management department on mutual clients tax and financial affairs. Laura trained at PwC and has previous tax experience at a local law firm and HMRC as a tax officer. She is ATT and CTA qualified.

Key Contacts