Personal Tax Services
No stress. No jargon. Just good tax advice.
Personal Tax Services
No stress. No jargon. Just good tax advice.
Personal Tax Services We Offer
We offer a full range of personal tax services, including:
Self-Assessment Tax ReturnsÂ
We take care of every detail of your compliance needs, making sure your personal tax return is accurate, filed on time, and completely hassle-free. Plus, we proactively identify tax-saving opportunities and allowances you might be overlooking — so you don’t just meet requirements, you optimise your overall tax position.
Self-Assessment Tax Returns
We take care of every detail of your compliance needs, making sure your personal tax return is accurate, filed on time, and completely hassle-free. Plus, we proactively identify tax-saving opportunities and allowances you might be overlooking — so you don’t just meet requirements, you optimise your overall tax position.
Capital Gains Tax planningÂ
Our team of personal tax specialists ensures you navigate Capital Gains Tax with confidence, particularly when selling property or high-value assets. We’ll provide expert guidance on timing, reliefs, and exemptions, helping you maximise your gains while avoiding unexpected tax liabilities.
Capital Gains Tax Planning
Our team of personal tax specialists ensures you navigate Capital Gains Tax with confidence, particularly when selling property or high-value assets. We’ll provide expert guidance on timing, reliefs, and exemptions, helping you maximise your gains while avoiding unexpected tax liabilities.
Remuneration Planning
We optimise your personal tax planning, from dividends to salary structures, ensuring it works seamlessly with your business interests. Our approach aligns your personal and corporate tax strategies to enhance savings, reduce risk, and support your long-term financial success.
Renumeration Planning
We optimise your personal tax planning, from dividends to salary structures, ensuring it works seamlessly with your business interests. Our approach aligns your personal and corporate tax strategies to enhance savings, reduce risk, and support your long-term financial success.
Inheritance Tax planning
With thoughtful personal tax planning, we help you protect your estate and pass on more to your loved ones. We’ll work with you to structure your affairs tax-efficiently, using available reliefs and allowances to minimise future liabilities.
Inheritance Tax Planning
With thoughtful personal tax planning, we help you protect your estate and pass on more to your loved ones. We’ll work with you to structure your affairs tax-efficiently, using available reliefs and allowances to minimise future liabilities.
Non-Domiciled individuals and UK Expats
We provide expert personal tax guidance tailored for UK expats and non-domiciled individuals, helping you navigate the complexities of UK and international tax regulations. Our specialists will assist you in understanding your residency status, structuring your income and assets tax-efficiently, and ensuring compliance across multiple jurisdictions.
Non-Domiciled Individuals and UK Expats
We provide expert personal tax guidance tailored for UK expats and non-domiciled individuals, helping you navigate the complexities of UK and international tax regulations. Our specialists will assist you in understanding your residency status, structuring your income and assets tax-efficiently, and ensuring compliance across multiple jurisdictions.
Why Choose Lewis Brownlee for Personal Tax?
– BRIDGING THE GAP BETWEEN ONE-SIZE-FITS ALL SERVICES & GENUINELY PERSONAL TAX ADVICE –Â
1) We’re proactive, not reactive.
You’ll never chase us. We’ll keep you updated and one step ahead.
1) We’re proactive, not reactive.
You’ll never chase us. We’ll keep you updated and one step ahead.
2) We speak in plain English.
No jargon. Just clear advice that helps you make better decisions.
2) We speak in plain English.
No jargon. Just clear advice that helps you make better decisions.
3) We’re personal.
You’ll have a named advisor who gets to know you and what matters to you.
3) We’re personal.
You’ll have a named advisor who gets to know you and what matters to you
4) We’re trusted
We’ve supported families, professionals, and business owners across the South for over 30 years.
4) We’re trusted
We’ve supported families, professionals, and business owners across the South for over 30 years.
Managing personal tax can be time-consuming, confusing, and stressful – especially if your
financial affairs aren’t straightforward. At Lewis Brownlee, we make personal tax simple, efficient,
and tailored to you. Whether you’re a business owner, property investor, high earner or retiree, we’ll
help you navigate the tax landscape with complete confidence.
With offices in Chichester, Midhurst and Whiteley, our local experts are on hand to support individuals
and families across Sussex and Hampshire.
Making Personal Tax simple, efficient and tailored to you…
Managing personal tax can be time-consuming, confusing, and stressful – especially if your financial affairs aren’t straightforward. At Lewis Brownlee, we make personal tax simple, efficient, and tailored to you. Whether you’re a business owner, property investor, high earner or retiree, we’ll help you navigate the tax landscape with complete confidence.
With offices in Chichester, Midhurst and Whiteley, our local experts are on hand to support individuals and families across Sussex and Hampshire.
Expert Advice, Tailored to Your Circumstances
Whether you visit our Chichester, Midhurst, or Whiteley office, you’ll receive the same exceptional level of personal tax support.
Let’s Talk About Your Personal Tax Needs
Don’t leave your personal tax to chance. With expert support, you can save money, reduce stress and free up time to focus on what matters. Get in touch with our team today to book a no-obligation call. We’ll listen, advise, and give you the confidence that your tax affairs are in safe hands.
Tax Isn’t Just Compliance.
It’s Strategy.
Clarity. Compliance. Tax Planning That Works for You.
…
Tax Isn’t Just Compliance.
It’s Strategy.
Clarity. Compliance. Tax Planning That Works for You.
…
FAQs
Who needs to complete a Self Assessment tax return?
You must file if you're self-employed, a company director not solely paid via PAYE, earn over £100,000, have rental/dividend/foreign income, or need to declare capital gains. We can confirm your obligations and handle the process.
When is the Self Assessment deadline?
31 October (paper returns), 31 January (online returns), with payments due on 31 January and 31 July. Missing deadlines can lead to fines and interest.
What income needs to be declared on a tax return?
You must declare untaxed income such as rent, dividends, self-employment, foreign income, pensions, capital gains, and more. We ensure everything is correctly reported and all allowances claimed.
Can you help with tax planning to reduce my bill?
Yes. We offer strategies such as pension contributions, income splitting, using allowances, timing gains, and Gift Aid optimisation – all within HMRC rules.
I’ve received a letter from HMRC - what should I do?
Contact us immediately. We can handle HMRC queries, compliance checks, or investigations on your behalf and reduce potential penalties.
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What happens if I miss the Self Assessment deadline?
You face a £100 fine initially, rising with time. Daily penalties and interest may also apply. We can help you catch up and appeal if justified.
Do I need to pay Capital Gains Tax on property?
Yes – unless it's your main residence. CGT must be reported and paid within 60 days of sale. We calculate and submit the return for you.
I rent out a property - what are my tax responsibilities?
You must declare rental income and can deduct allowable costs. We support full compliance, including HMRC Let Property Campaign disclosures.
Can you act as my agent with HMRC?
Yes. We file returns, handle correspondence, represent you during investigations, and track all key deadlines – giving you peace of mind.
What if I’ve made a mistake on a past return?
You can usually amend within 12 months. For older returns, we support HMRC disclosures to minimise disruption and penalties.