Personal planning

Personal services with Smith Butler

Because we establish a one-to-one relationship with each client we are able to offer timely, individual advice on how to improve your business or personal finances.

As leading edge accountants we have developed innovative client-focused services that provide not only all the reliable background support you would expect from a professional firm but also forward-thinking advice on how to improve your situation.

Financial services

Financial services is now strictly regulated and providing independent financial advice requires specialist knowledge. We have close contact with many such people to ensure you receive the advice you need.

Independent financial advice

Employment status & IR35 defence

The question as to whether someone is employed or self employed is not as straightforward as it might at first appear. Many people assume they are free to choose, but this is not the case.

Check employment status for tax

Inheritance tax planning

It makes sense to plan for the future, whether it is for yourself or your business. Tailored wealth succession planning enables a smooth transition to the next generation.

Inheritance tax planning advice

Trusts

Trusts can be used as tax planning vehicles, particularly as part of inheritance tax planning.

Trusts

Personal tax planning

We are the tax specialists. We can provide you with year round tax advice.

Personal tax planning

Residency & domicile

Liability to UK taxation depends on an individual’s residence, ordinary residence and domicile.

Residency and domicile

Retirement strategies

Everyone hopes to maintain the same standard of living in retirement as they presently enjoy while working, but to achieve this requires considerable forward planning.

Retirement strategies

Will writing

Making a Will is one of the most fundamental aspects of estate planning, yet many people do not appreciate its importance.

Will writing service Bradford

Estate planning

Few of us like to think about dying, but equally few of us could live with the thought that we have not made adequate provision for family and friends who survive us.

Estate planners

Want an initial talk that won't cost you a penny?

You can reach out to us with your accountancy or business query on the phone, over email, through our website or even on social media if you're that way inclined. You’ll get an honest response and that won't cost you anything. 

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