Personal Tax

We all pay tax, but it’s important to make sure you’re paying the right amount and in the most efficient way.

What is personal tax?

Personal tax is all the money you pay in tax as an individual. This includes income tax, capital gains tax, inheritance tax and so on. We all have to pay it, though the trick is to pay exactly what you owe and not a penny more.

Whether you want to look after your children, sell some assets, or just can’t make sense of a self-assessment form, talk to Tees. We’ll deal with any tax issue quickly, efficiently and on time.

How we can help you

We’ll take the pressure off you. At Tees, we know the tax system can feel like a headache – but it doesn’t have to be. Whether you’re self-employed, own a business, are an executor or a trustee of a trust, we’ll help you manage every step of the process. We can:

pull together the relevant documents
prepare and file your tax return
arrange payments (for example, to HMRC)

You can rely on Tees to provide accurate, clear-headed and plain-speaking advice. With our insight and understanding at your side, we’ll help you resolve any tax issues.

Clear, practical advice

We keep it simple. Planning for the future is straightforward at Tees, because we work with you at every step. We’ll explain your options, and how your decisions might effect you and your dependents, in plain English. We make sure you’re completely informed at every stage, so you fully understand your situation. We also explain the benefits, and any potential risk to you – so we can help you plan to avoid them.

Tees have consistently delivered prompt advice. They demonstrate empathy in difficult situations and help client navigate towards solutions.

Legal 500 UK, 2025

Saving you money

We’ll make the most of tax planning opportunities. Our advice is tailored to you, and geared towards keeping your bill down. This way you can keep more of what you earn, and pay only what you need to. We specialise in:

inheritance tax
tax on trusts and estates
income tax
capital gains tax

Planning ahead

More than that, we’ll help you plan your tax so that you pay no more than you need to. For example, we could reduce your liability via pension contributions, efficient investments and charitable donations.

We’ll explore every option, and come up with a strategy that’s bespoke to you. It could save more than you might imagine!

You can trust in Tees

We have a lot of experience in dealing with tax issues of all sorts. For example, we manage hundreds of trusts, which are often an important element in a tax plan. What’s more, we offer an umbrella approach to tax planning, which simply means we can deal with practically every aspect. So the sort of services you’ll find under our roof include:

Accounting, taxation, legal and investment advice for trusts
Helping to fund inheritance tax with life policies and equity release
Buying discounted gift trusts
Using the Alternative Investment Market
Portfolios
Self-assessment

Key people

Jane Doe

Partner

Jane Doe

Partner

Jane Doe

Partner

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Frequently asked questions

The answers to many of your questions can be found here, please get in touch for further information.

What happens to my money if I die without a will?

If you die without a will, your money will be distributed under the rules of intestacy. Under intestacy rules, your next of kin can inherit your money and assets according to a strict order of priority.

If you have a spouse or civil partner and children, then your spouse/ civil partner would receive the first £250,000 of your estate and personal chattels. Anything above this amount would be split as to half for the surviving spouse/ civil partner and half equally between your children. If any of your children have predeceased you, then their share may pass to any surviving children of theirs.

If you should pass away without any surviving spouse/civil partner, children or grandchildren then your estate shall pass in accordance with the following order of priority:

Parents
Brothers and sisters (or their children)
Half-brothers and sisters (or their children)
Grandparents
Uncles and aunts (or their children)
Half-uncles and aunts (or their children)

If you have no surviving relatives as described above, then your estate would pass to the Crown. Having a properly written will in place means your wishes are known and can be carried out after your death.

What are the benefits of having a will?

The benefits of having a properly written will include:

You choose who inherits from your estate
You can choose someone to trust to administer your estate
Your family know what your wishes are
Gives the opportunity for estate and inheritance tax planning and management
Makes appropriate provisions for minors or dependents
Assists your estate in the event that the will is contested.

What is the ‘national will register’?

The National Will Register is an official register of wills in the UK. It is approved by the Law Society and used by many solicitor firms. If your will is registered, solicitors can easily find it after your death.

Do I need to register my will?

No – it’s not compulsory to register your will on the National Will Register. However, if you register your will it can make it easier for your family to know what your wishes are after your death.

What are the requirements for a valid will?

In order to be valid, a will should be:

Made by a person over the age of 18
Made in writing; the will can be handwritten or typed
Made by a person with mental capacity, who understands what they are doing
Made voluntarily and without pressure
Signed by the person making the will, with two witnesses present
Signed by two witnesses, in the presence of the person making the will, after they have signed the will themselves.

How does divorce impact a Will?

Many people wrongly believe that a divorce automatically cancels or invalidates a Will. Similarly, individuals with an existing Will may neglect to review it after a divorce, unaware of the potential implications. Divorce can significantly affect the provisions of a Will, an often overlooked issue. It is essential to update a will whenever there is a major change in circumstances, such as a divorce. Our specialist team can help review your will.

Contact us today

If you’d like to meet one of our experts for a confidential, no obligation chat, please get in touch.

Telephone

0800 013 1165

Office locations
Bishop’s Stortford
Brentwood
Cambridge
Chelmsford
North Herts
Saffron Walden

Financial services:
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Legal services:
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All legal services provided by Tees are regulated by the Solicitors Regulation Authority. Tees is a trading name of Stanley Tee LLP is authorised and regulated by the Solicitors Regulation Authority (SRA Number 464615) and is registered in England and Wales number OC327874.

All financial services provided by Tees are regulated by the Financial Conduct Authority. Tees and Tees Wealth are trading names of Tees Financial Limited which is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales number 4342506. Registered office address Tees House, 95 London Road, Bishop’s Stortford CM23 3GW.

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