Personal Tax Planning That Saves You Time & Money
Minimise your tax. Maximise your peace of mind.
Navigating personal tax in the UK can feel overwhelming especially if you’re juggling multiple income sources, complex assets, or fast-changing rules. At SHRM Tax Advisors , we simplify tax planning so you can stay compliant, save money, and plan with confidence.
Our Success Rate
We’ve helped thousands of individuals across the UK reduce their tax burden, avoid costly mistakes, and feel fully in control of their finances.
What We Do
End-to-End Personal Tax Services in the UK
Services Included
- Self Assessment tax returns (SA100)
- Tax efficiency reviews & long-term planning
- Capital gains, dividends & investments
- HMRC dispute support & advice
- PAYE & side income optimisation
Who It’s For
- Freelancers & contractors
- Directors and high-net-worth individuals
- Crypto investors, landlords, property sellers
- Anyone dealing with late returns or letters
- Side hustlers, influencers, part-time workers
Our Personal Tax Planning Services Include
Tax Investigation Support
Facing an HMRC investigation? We’ll handle all communication, defend your position, and guide you through every step giving you clarity, confidence, and full support.
Capital Gains Tax (CGT) Advice
Selling property, shares, or valuable assets? We’ll help calculate your CGT liability, reduce your exposure, and ensure full compliance — so you keep more of what you’ve earned.
Self-Assessment Tax Returns
Plan ahead to protect your legacy. We’ll help you reduce IHT through gifting, trusts, and strategic lifetime planning ensuring more of your wealth stays with your loved ones.
Inheritance Tax (IHT) & Estate Planning
Plan for the future with expert guidance on preserving wealth across generations. We help you minimise IHT through smart gifting, trusts, and lifetime planning strategies.
Income Tax Planning
Understand your tax position and reduce what you owe with smart, compliant strategies. From salary structuring to pension planning, we’ll make sure your income works as efficiently as possible.
Non-Domicile & Residency Tax Planning
Whether moving to or from the UK, or managing non-dom status, we’ll help you structure your affairs for global tax efficiency and long-term financial peace of mind.
Fast, simple, and stress-free.
We’ve simplified the process so you don’t have to worry about paperwork or complexity.
Answer a few quick questions
We’ll get the basics in minutes, with no need to dig through spreadsheets.
Meet your accountant
You’ll be matched with a dedicated UK tax expert, based on your needs and industry.
Plan, optimise, file
We prepare, review and file your return. You’ll get clear advice on savings and planning too.
Let’s make tax season stress free.
Whether you’re planning ahead or catching up, we’ve got you covered
Common Questions Personal Tax Planning.
Tax planning involves making smart financial decisions to legally reduce the amount of tax you owe. It includes reviewing your income, investments, expenses, and tax reliefs.
You may need to file a Self Assessment if you’re self-employed, a landlord, earn over £100,000, or have untaxed income (like crypto or side gigs).
We offer a simple, flat fee for most personal tax services. No subscriptions, no hidden fees.
Yes – we’ll help you navigate late filings, penalty appeals and HMRC communications with calm, professional support.
Yes – all our accountants are accredited in the UK, with over 10 years of experience helping individuals like you.
