Personal tax Planning & Compliance

Established over 70 years ago, we have proactively assisted generations of clients with their personal tax affairs.

From tax advice on setting up in business, strategies to extract funds from a business in a tax efficient way, and on planning for retirement.

Additional areas where we can help you include:

  • Assisting you complete you self-assessment and submitting the tax return on-line by the due date to avoid penalties and interest charges.
  • Advice on tax efficient saving.
  • Planning to save Capital Gains Tax (CGT) on disposals & gifts.
  • Minimising your exposure to Inheritance Tax (IHT) on gifts during your lifetime.
  • Death Estate, IHT planning.
  • Advice on the use of trusts to minimise CGT and IHT.

Contact us today for advice on a range of strategies designed to help make your personal finances as tax-efficient as possible.

Cynllunio a Chydymffurfiad Treth Personol

Yn sefydledig dros 70 mlynedd yn ôl rydym wedi cynorthwyo cenedlaethau o gleientiaid gyda’i materion treth bersonol.

O gyngor treth pan yn dechrau eich busnes, cynlluniau i dynnu arian allan o eich busnes mewn modd sy’n effeithlon o ran treth, ac ar gynlluniau ymddeol.

Hefyd gallwn helpu gyda’r isod:

  • Cynorthwyo i gwblhau hunanasesiad a chyflwyno’r ffurflenni ar y wê erbyn y dyddiad dyledus er mwyn osgoi taliadau cosb a thaliadau llog.
  • Cyngor ar gynilion sy’n effeithlon o ran treth.
  • Cynllunio i arbed taliadau Treth o Enillion Cyfalaf (Capital Gains Tax- CGT) ar warediadau a rhoddion.
  • Lleihau eich amlygiad i daliadau treth etifeddiaeth (Inheritance Tax- IHT) ar roddion chi’n derbyn.
  • Ystâd marwolaeth, cynllunio IHT.
  • Cyngor ar y defnydd o drwstiau i leihau eich CGT a IHT.

Cysylltwch gyda ni heddiw am gyngor ar y nifer o gynlluniau sydd ar gael i helpu chi rheoli eich arian personol mewn modd effeithlon o ran treth.

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H D Pritchard & Co, Old Oak House, 49-51 Lammas Street, Carmarthen SA31 3AL
H D Pritchard & Co, Old Oak House, South Parade, Tenby SA70 7DL
H D Pritchard & Co, Old Oak House, 12 Priory St, Cardigan,West Wales SA43 1BU

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