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Our offices are closed from 12pm on 23.12.25. We reopen at 9am on 02.01.26. For urgent requests during this time, call us on.

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.

We're proactive

We don’t just look after you, we look out for you. That means we bring you insights, advice and keep you up to date on all kinds of legal matters so you can keep ahead.

We’re expert-led

We match a member of the team with the right expertise to every client, who will invest time getting to know you, who will look after your interests and ensure you have access to the whole firm when you need it.

We talk your language

The legal and financial matters might be complex, but we aim to keep things straightforward and explain everything in terms that are relevant to you.

Overview

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.

How we can help

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

We have offices across Cambridgeshire, Essex and Hertfordshire, but we can help you wherever you are in England and Wales.

Tees Law boasts a team of solicitors with deep expertise in various legal fields. This multi-disciplinary approach allows the firm to provide comprehensive solutions tailored to client needs.
Legal 500 UK, 2026

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

Our experience in personal tax

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Key people

see all

Carl Frost

Head of Trust and Tax

Tax

Sam Holloway

Trainee Trust and Tax Accountant

Tax

Lauren Jacob

Trust and Tax Accountant

Tax

Daniel May

Trainee Trust and Tax Accountant

Tax

Lily Measures

Trust and Tax Accountant

Tax

James Murray

Associate

Tax

Katharine Parsons

Associate

Tax

Victoria Richardson

Associate, Trust and Tax Accountant

Tax

Oscar Russell

Trust and Tax Accountant

Tax

Featured insights

Frequently asked questions

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Contact us today

Please complete this form and one of our team will be in touch with you shortly.

Telephone

0800 013 1165