• TELEPHONE: +44 1628 665432
  • EMAIL: services@eacotts.com


We can provide a full and detailed personal financial plan, incorporating advice on income, capital growth, tax considerations and bequeathing your assets. We will liaise with your stockbroker, solicitor, financial adviser etc. to ensure a total, proactive service at all times.


We will:

  • prepare your annual Self Assessment Tax Return including rental income accounts and Capital Gains Tax computations, as appropriate
  • calculate your tax liability for the year, advise the amount of any Balancing Payment due 31 January and calculate the Payments on Account due for the following year
  • check your code numbers and Statements of Account, obtain any repayments of tax and deal with any H M Revenue & Customs correspondence
  • represent you during any H M Revenue & Customs Enquiry to ensure your interests are fully protected
  • review your and, if appropriate, your spouse’s assets and income level to ensure that effective use is made of allowances, rate bands and Capital Gains Tax reliefs and exemptions
  • provide share portfolio valuations and projected Capital Gains Tax computations, provided we have full acquisition details
  • review your likely Inheritance Tax liabilities, discuss how these might be reduced and plan to take advantage of exemptions
  • recommend suitable structures to reduce exposure to taxation
  • help to maximise the advantages of non UK resident or non UK domiciled status. We offer detailed tax planning advice to those about to resume UK residence
  • provide you with a detailed financial plan to increase your personal wealth.

At Eacotts we take the broad overview necessary to utilise the fiscal and financial opportunities available in order to maximise personal wealth and minimise personal taxation.

We can draw up a plan to meet your individual circumstances and wishes, striking a balance between short- and long-term goals and recognising your priorities for income or capital growth and your attitude to investment risk.

We offer the same compliance and planning services to Trustees.

Advice is available on the full range of life insurance and packaged investment products, through our associated financial services company, Eacotts Financial Services Limited.

Eacotts Financial Services Limited is an appointed representative of Parnell Fisher Child & Co Ltd, Independent Financial Advisers which is authorised and regulated by the Financial Services Authority

Eacotts is not authorised under the Financial Services and Markets Act 2000 but we are able in certain circumstances to offer a limited range of Investment Services to clients because we are members of and regulated by the Institute of Chartered Accountants in England & Wales.

We can provide these Investment Services where these are complementary to, or arise out of, the professional services we have been engaged to provide.

Eacotts Financial Services Limited: Registered in England and Wales. Company No: 3140035.  Registered Office:  Grenville Court, Britwell Road, Burnham SL1 8DF