Services for Individuals

Expert Tax and Financial Planning Services for Individuals

Macey Owen can help you to make the most of your wealth. We offer expert assistance with all aspects of personal tax and financial planning, from dealing with your compliance requirements to offering proactive strategies to help minimise the tax bill. Our promise to our clients is to go the extra mile, creating realistic and prosperous financial goals, giving you peace of mind that your future finances are well taken care of.

Personal Tax Planning

When it comes to personal wealth, tax efficiency is key. Let Macey Owen help you manage and improve on your existing tax plans.

Estate and Inheritance Tax Planning

Early planning plays a key role in maximising the value of your estate. Macey Owen’s bespoke service ensures your future financial security by safeguarding your assets.

Trusts and Executorships

Macey Owen Limited can construct and administer trusts and executorships in a tailor-made fashion, to suit your financial needs.

Self Assessment

Take the hard work out of your tax return, with our comprehensive self-assessment service. We help you streamline the process, letting you get back to the important things in your life.

Capital Gains Tax

Expert advice on CGT planning, including making the most of the available reliefs. We want to make sure you get the best deal from all your hard work.

HMRC Investigations

Reduce the worry of an HMRC investigation. We offer expert support to ensure all of your affairs are in perfect order.

If you would like to explore ways in which Macey Owen can help you capitalise on your personal wealth, help you plan for a secure financial future, or with any other enquiries, please contact our friendly team today.

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