01273 476311

Individuals and Trusts

Our tax services for individuals and trustees are provided by our expert tax team, tailoring their work to the specific requirements of each individual client. Some clients may just want the worry taken out of form filling, whilst others may need considerably more help with complex tax planning issues.

We offer a wide range of tax compliance and tax advice services, working with clients to ensure that they pay the correct amount of tax and avoid any penalty charges. We also have considerable experience in trust planning and working with trustees and beneficiaries, as well as in Inheritance Tax and Capital Gains Tax planning.

For more information on how we can help individuals and trustees contact Robert Scrivins or Vicky Anderson.

Services at a glance

  • Self-Assessment Tax Return completion for individuals and Trusts
  • Completion of Income Tax repayment claim forms
  • Capital Gains Tax planning and advice
  • Inheritance Tax planning and advice
  • Trust planning, administration and compliance
  • Deceased Estate administration and compliance

Contact us

2 St Andrews Place
Lewes
East Sussex
BN7 1UP

Telephone: 01273 476311  Fax: 01273 486606
Email: admin@cblewes.co.uk

Logo: The Institute of Chartered Accountants