Personal Tax Planning
Managing income tax, allowances, pensions and your salary/dividend mix.
We look at your whole personal position and use the allowances and reliefs available to keep your income tax bill as low as legitimately possible, year after year.
What's included
- Personal allowance and £100k taper planning
- Salary, dividend and pension mix
- ISA, pension and EIS/SEIS reliefs
- Marriage allowance and spouse planning
- Timing of income and gains across tax years
Why choose Sterling
As chartered certified accountants (ACCA) based in Slough and working with businesses across the UK, we combine deep technical expertise with modern cloud technology to keep your personal tax planning accurate, compliant and stress-free.
You'll have a named, qualified accountant who understands your business, replies the same day and works proactively — spotting opportunities to save you tax and time before deadlines ever become a problem.
Trusted Advice. Stronger Business. Better Future.
Not sure where to start?
Book a consultation and we'll review your current setup, answer your questions and show you exactly how our personal tax planning can help — all on a transparent fixed monthly fee.
Personal Tax Planning — your questions answered
Ready to get started with Personal Tax Planning?
Arrange a consultation to discuss how we can help — no jargon, no obligation.