Tax returns

At some time in their lives most people will have to submit a tax return.  Many find this a daunting task and, given the choice, they would rather pass it to someone else to deal with.

We have specialists who can help with all aspects of income tax and capital gains tax for both private individuals and trustees.

Who needs to complete a tax return?

You may think that you will never need to complete a tax return. However, if you have savings, rental income, pensions, dividend income or even just income from your employment you probably will.

Everyone hopes that there will come a time when they have the benefit of excess income.  Usually such income will be invested in a way that will hopefully see the initial investment grow; property, stocks and shares or a simple interest bearing account.

If you are of retirement age you may have more than one pension.  The state pension is not taxed at source which invariably means that a second pension will be.

In these circumstances it may be necessary to submit an annual tax return possibly for the first time in many years.

Specialist tax lawyers

Many people of retirement age do not want to concern themselves with accounting to HM Revenue & Customs (HMRC), finding the procedure laborious and sometimes incomprehensible at a time when they should be able to put their feet up and enjoy life.  In addition, many working people do not have the time to correspond with the tax man while juggling family commitments with a demanding job.

At Trethowans we have lawyers who enjoy the complexities of tax!  Our expert tax lawyers will be happy to relieve you of your dividend vouchers, tax deduction certificates and P60s and process the information so that it can be presented as appropriate to HMRC. 

We will prepare a clear schedule of your annual income and explain any tax liability that arises.  We will also check the self assessment tax calculation issued by HMRC to ensure that you are paying the correct amount of tax and, where appropriate, apply for a repayment. 

Finally, we can check your notice of coding, co-ordinate the payment of any sum due at the appropriate time to avoid penalties or interest payments and deal with any investigations by HMRC into your financial affairs.

Getting your tax affairs wrong or ignoring the problems can be costly.  HMRC will levy fines for non-submission of returns within the stipulated timescale.  They will also charge interest on unpaid tax and demand payments in advance of an estimated liability that may prove to be excessive.

Our expert lawyers can deal with all of this on your behalf.

Convenient meetings

We can meet you at either our Salisbury, Southampton or Poole office

Wills and marriage

Did you know when you say “I Do” your existing Will becomes invalid?

Inheritance tax

Want to know how to reduce your inheritance tax liability?

Read more

Meet the team

Partners

Gary Pick
Partner & Head of Private Client Services Group
Private Client
Poole
01202 339032
0779 381 6843
Private Client
Elizabeth Webbe
Partner
Private Client
Salisbury
01722 426943
07917 710 919
Private Client

Associates

Mihiri Gajraj
Senior Associate & Head of Private Client Southampton
Private Client
Southampton
023 8082 0544
Private Client
James Hammersley
Senior Associate & Head of Private Client Salisbury
Private Client
Salisbury
01722 426952
07467 943446
Private Client
Sarah Richards
Associate and Head of Private Client Poole
Private Client
Poole
01202 339025
Private Client
Martha Swann
Associate
Private Client
Poole
01202 339013
Private Client

Solicitors

Holly Algar
Associate
Private Client
Southampton
023 8082 0515
Private Client
Derek Bryer
Solicitor
Private Client
Salisbury
01722 426912
Private Client
Gary Cox
Consultant
Private Client
Poole
01202 339049
0782 601 9764
Private Client
Laura Stone
Solicitor
Private Client
Poole
01202 339038
Private Client

Chartered Legal Executives

Jenny Shucksmith
Chartered Legal Executive
Private Client
Salisbury
01722 426973
Private Client

Tax Advisor

Paula Arnold
Trusts & Tax Practitioner
Private Client
Poole
01202 339039
Private Client

Paralegals

Rachel Kent
Paralegal
Private Client
Salisbury
01722 426991
Private Client
Jodie Sainsbury
Paralegal
Private Client
Salisbury
01722 426970
Private Client

Trainee Solicitors

Arcadius Gregory
Trainee Solicitor
Private Client
Poole
01202 338555
Private Client

Legal Secretaries

Sarah Adams
Legal Secretary
Private Client
Salisbury
01722 426941
Private Client
Jane Bilton
Legal Secretary
Private Client
Salisbury
01722 426907
Private Client
Karen Carter
Legal Secretary
Private Client
Southampton
023 8082 0452
Private Client
Sarah Cobb
Legal Secretary
Private Client
Poole
01202 338558
Private Client
Jane Fielding
Legal Secretary
Private Client
Poole
01202 339006
Private Client
Rachael Francis
Legal Secretary
Private Client
Salisbury
01722 426941
Private Client
Ali Malone
Legal Secretary
Private Client
Salisbury
01722 426972
Private Client
Sandra Ross
Legal Secretary
Private Client
Poole
01202 339040
Private Client
Hayley Stack
Legal Secretary
Private Client
Poole
01202 339004
Private Client
Sonja Vine
Legal Secretary
Private Client
Poole
01202 339036
Private Client

General Staff

Helen Glatter
Chartered Accountant
Private Client
Poole
01202 339041
Private Client

Office Administrators

Kristine Neilande
Administrative Assistant
Private Client
Poole
01202 339046
Private Client
Emily Thompson
Administrative Assistant
Private Client
Salisbury
01722 426982
Private Client
Gary Pick
Partner & Head of Private Client Services Group
Private Client
Poole
01202 339032
0779 381 6843
Private Client
Elizabeth Webbe
Partner
Private Client
Salisbury
01722 426943
07917 710 919
Private Client
Mihiri Gajraj
Senior Associate & Head of Private Client Southampton
Private Client
Southampton
023 8082 0544
Private Client
James Hammersley
Senior Associate & Head of Private Client Salisbury
Private Client
Salisbury
01722 426952
07467 943446
Private Client
Sarah Richards
Associate and Head of Private Client Poole
Private Client
Poole
01202 339025
Private Client
Martha Swann
Associate
Private Client
Poole
01202 339013
Private Client
Holly Algar
Associate
Private Client
Southampton
023 8082 0515
Private Client
Derek Bryer
Solicitor
Private Client
Salisbury
01722 426912
Private Client
Gary Cox
Consultant
Private Client
Poole
01202 339049
0782 601 9764
Private Client
Laura Stone
Solicitor
Private Client
Poole
01202 339038
Private Client
Jenny Shucksmith
Chartered Legal Executive
Private Client
Salisbury
01722 426973
Private Client
Paula Arnold
Trusts & Tax Practitioner
Private Client
Poole
01202 339039
Private Client
Rachel Kent
Paralegal
Private Client
Salisbury
01722 426991
Private Client
Jodie Sainsbury
Paralegal
Private Client
Salisbury
01722 426970
Private Client
Arcadius Gregory
Trainee Solicitor
Private Client
Poole
01202 338555
Private Client
Sarah Adams
Legal Secretary
Private Client
Salisbury
01722 426941
Private Client
Jane Bilton
Legal Secretary
Private Client
Salisbury
01722 426907
Private Client
Karen Carter
Legal Secretary
Private Client
Southampton
023 8082 0452
Private Client
Sarah Cobb
Legal Secretary
Private Client
Poole
01202 338558
Private Client
Jane Fielding
Legal Secretary
Private Client
Poole
01202 339006
Private Client
Rachael Francis
Legal Secretary
Private Client
Salisbury
01722 426941
Private Client
Ali Malone
Legal Secretary
Private Client
Salisbury
01722 426972
Private Client
Sandra Ross
Legal Secretary
Private Client
Poole
01202 339040
Private Client
Hayley Stack
Legal Secretary
Private Client
Poole
01202 339004
Private Client
Sonja Vine
Legal Secretary
Private Client
Poole
01202 339036
Private Client
Helen Glatter
Chartered Accountant
Private Client
Poole
01202 339041
Private Client
Kristine Neilande
Administrative Assistant
Private Client
Poole
01202 339046
Private Client
Emily Thompson
Administrative Assistant
Private Client
Salisbury
01722 426982
Private Client

First person - Wills, trusts and probate

Karen Perugini