Holistic Tax & Estate
A redefined pricing structure and streamlined service process conducted by professionals with over 20 years of Tax and Estate experience
Safeguard your future with confidence
We are committed to delivering tailored tax and estate planning solutions for individuals, families, and owner-managed businesses. With our extensive expertise, we simplify complex tax laws and estate planning so you can confidently understand your options. Our goal is to protect you and your loved ones while securing your legacy according to your wishes. With our personalised approach, you will receive the guidance to make informed decisions, ensuring peace of mind for you and your family's future.
Cases solved
Former HMRC
Inspectors
Experience combined
Why Holistic Tax & Estate?
Choosing Holistic Tax and Estate means partnering with a firm that prioritises your best interests with a proven track record of success. Our deep expertise, personalised service, and commitment to your financial security make us a trusted partner in navigating tax investigations and estate planning. We turn complex challenges into learning opportunities, ensuring that you're fully supported and protected throughout the process, so you can focus on securing your future with confidence.
We are not just advisors; we are your trusted partner
We’re more than just advisors; we’re your trusted partners in every step of your financial journey. Whether you’re facing a tax investigation by HMRC or planning your taxes and estate, we’re here to ensure a positive outcome with peace of mind. With our expert guidance, you can confidently navigate these challenges, knowing that your best interests are always our priority.
We offer support on:
Tax Investigation
Receive expert guidance in managing tax enquiries and disputes. We represent you before tax authorities and craft strategies to mitigate risks, ensuring swift resolution of HMRC enquiries, whether for UK or international tax matters.
Compliance & Advisory
Our ongoing tax compliance and advisory support helps you stay fully compliant while making informed decisions about your tax affairs with confidence.
Estate Planning
Plan for the future with our estate planning solutions, including wills, trusts, and asset protection strategies, ensuring your legacy is safeguarded for your loved ones.
Our Team
Comprised of qualified professionals, including Chartered Tax Advisors, Accountants, Tax Lawyers, former HMRC inspectors, estate planners, and financial advisors, we bring a wealth of expertise to support your unique needs. With specialised knowledge across multiple fields, we provide comprehensive solutions that ensure your financial security and peace of mind.
our mission
We are dedicated to empowering hardworking owner-managed business shareholders and directors with the knowledge and tools to avoid unscrupulous tax advisors. We support clients during HMRC investigations and ensure their legacy is safeguarded according to their wishes. Our commitment lies in providing personalised, strategic solutions tailored to each client’s unique goals and circumstances, giving you confidence and peace of mind
How we can help
We have the expertise whether an enquiry has been opened into your foreign income or financial arrangements, an undisclosed income or gains, for being part of a tax avoidance scheme, or HMRC intends to prosecute you, or you want to regularise your tax affairs for your peace of mind
Tax Investigations
Expert assistance in managing tax audits, disputes, and compliance issues. We provide representation before tax authorities and develop strategies to mitigate risks and resolve HMRC enquiries.
Estate Planning
Our estate planning services are designed to help clients plan for the future, including the creation of wills, trusts, and other legal instruments to manage and protect their assets and their loved once.
Individual Taxes
Standard compliance for individuals and corporate entities or audit of tax compliance for law and accountancy firms
Compliance & Advisory
Ongoing tax compliance support and advisory services to help clients stay compliant and make informed decisions about their tax affairs. Including:
- PAYE
- Corporations Tax
- Capital Gains Taxes
- Probate
- Personal Self Assessment