Personal taxation clients Mr & Mrs McNamara had several rental properties within the local area and were looking for advice on the deductible expenses allowable in relation to their properties, when they first approached LWA. As well as their property queries, they also required some planning support to facilitate their approaching retirement.
Having been referred to LWA by a long time trusted friend who had dealt with LWA in relation to taxation affairs, Mr & Mrs McNamara arranged an initial meeting with Tax Manager, Nickie Antley, to discuss their needs and requirements.
Having now handled their tax matters for several years, Mr & Mrs McNamara describe Nickie’s knowledge of all aspects of accountancy and taxation as “exceptional”, commenting that “her advice and counsel have been honest” and “she is highly professional and pragmatic in her approach to planning matters.”
This feedback comes particularly with regards to their property portfolio, as well as the advice the couple have received from LWA on planning for Inheritance Tax and Capital Gains Tax moving forwards.
The LWA policy is to provide balanced personal taxation services against the practical needs of business owners and families both now and into the future. Whatever your current tax position, we can help you to maintain or improve your current tax affairs and ultimately take you one step closer to achieving your financial goals.
To learn more about our personal and corporate taxation services, please call 0161 905 1801 for our Manchester team or 01925 830 830 to speak to someone in our Warrington office, or visit our Corporate & Personal Tax page.