You have most likely sold your practice and remain there in a part-time capacity. You are likely to encounter tax complications, potentially overpaying if your PAYE code is set incorrectly.
Your pensions have possibly started providing further income, along with any investments and handled inexpertly could have a negative impact on your disposable funds. DBS will minimise your tax liabilities and maximise your finances, so you can go out and enjoy what you want in life.
As a Mature Associate you will, at some point require the following services:
- Capital gains tax planning
- Cessation accounts
- Contract review
- Finance applications
- Mortgage reference
- NHS superannuation check
- NHS superannuation reconciliation
- Rental accounts
- Tax planning
- Tax return (including business and personal computations)
- Universal credits
- Will review and inheritance tax planning