At Campbell Dallas we have many private clients who require succinct tax advice on an annual basis. We understand each of our clients’ individual circumstances and, by doing so, provide appropriate compliance and consultancy services.
- Preparation of self assessment returns or repayment claim forms.
- Advice on tax payments and PAYE coding notices.
- Assistance with prior year revisions and overpayment claims where necessary.
- Advice on NIC contributions claiming back overpayment where due.
- Assistance with tax investigations
Tax Consultancy Services
Tax is a complex and involved subject. Our dedicated tax consultancy team understands the importance of developing close relationships with our clients. All our advice is given in plain English so that our clients understand how tax planning works inside and out.
- Onshore and offshore planning
- Personal Wealth Planning, including Inheritance tax
- Stamp Duty Land Tax
- Land & Buildings Transaction Tax
- Tax investigations and HMRC enquiries
- Preparation of trust self assessment returns.
- Advice on tax payments.
- Completion of form R185 where necessary.
- Assistance with HMRC tax investigations
Ian has extensive experience across tax issues and provides bespoke and innovative solutions for our clients. He has over 30 years of experience working across a number of our key sectors. This enables him to draw on a wide range of knowledge when working on complex situations, delivering quality advice and service.
Aileen heads up the firm’s Tax Consultancy Group. She has a background in law and qualified with the Chartered Institute of Tax. Aileen provides bespoke solutions for many of our clients. She is responsible for both onshore and offshore corporate and personal tax consultancy, providing advice on a wide range of transactions including mergers/demergers and acquisitions and disposals, as well as trust structures.
Craig is qualified as a Chartered Tax Advisor and a Chartered Accountant and has provided tax consulting advice to companies and their shareholders for over fifteen years. His clients range from owner managed businesses to large multinational groups. Craig is a member of tax committees at both ICAS and the Law Society of Scotland.
Mark is a specialist in the complex field of corporate and international tax. He has extensive experience of tax forecasting, developing solutions for reporting and automating tax systems, tax audits, operational tax management, management of tax affairs in overseas jurisdictions and handling complex tax authority enquiries. He is also a mentor on the ICAS global virtual career mentoring programme.
Liz is a Tax Manager within our Business Advisory Services department. She has over 25 years experience providing accountancy services to clients in the healthcare sector. She has advised a wide range of clients including Directors, sole traders, doctors and lawyers in all aspects of their tax affairs.