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  • Your Tax
    Return is not
    a Tax Review

    10 questions to help identify if you have complex tax needs and would benefit from a discussion from a member of the ETC Tax team...

    Why a tax return is no replacement for an expert tax review

    Completing your regular tax return is no replacement for a comprehensive review of your personal tax situation – especially if you suspect that you have overpaid, or that your tax situation is complex.

    In recent years, the personal and professional tax affairs of many people have become increasingly interwoven. We have created a series of questions to help you identify if you might benefit from discussing your situation with a specialist at ETC tax – our expert tax advisers can help advise on your tax position, protect your family wealth and avoid unnecessary personal tax bills.

    10 questions to help identify if you have complex tax needs

    Question 1

    Is your income over £100,000?

    Question 2

    Do you have a second home/holiday home?

    Question 3

    Do you have pension savings over £750,000

    Question 4

    Do you own your own business?

    Question 5

    Are you a higher/additional rate taxpayer and your spouse/civil partner pays either no tax or tax at the basic 20% rate?

    Question 6

    Are your overall assets worth over £1million? [Assets include: stocks/shares, cash, cars, crypto assets, property, personal items etc]

    Question 7

    Do you have investment income over £25,000?

    Question 8

    Do you own more than one investment property?

    Question 9

    Have you been in receipt of an inheritance of over £100,000?

    Question 10

    Do you regularly crystalise capital gains over the capital gains tax annual exemption?

    Why use ETC Tax?

    Whether it’s advice on significant lifestyle changes such as an international move, an inheritance receipt, helping your children buy their first home, or if you simply want to ensure that your tax affairs are properly managed, ETC Tax can help.

    Our personal tax service is an experienced, accessible and affordable tax service that offers high-quality, tailored tax advice built around your needs. A named personal tax adviser from ETC Tax will guide you through a review of your tax affairs and leave you feeling in control.

    Value for money

    Our fees for a tax review start from £300 plus VAT but will vary based on the complexities of each individual case. We are able to give a fixed fee quote upfront once we have a full understanding of your personal tax affairs.

    Wider tax planning

    Our support doesn’t have to end there, we are also able to keep you up to date on UK tax changes and advise how these may impact you. We can also assist with wider tax planning to suit your personal needs and objectives.

    Designated adviser

    Work with a designated adviser who has the knowledge and expertise to deliver your tax review to you in a timely manner, with peace of mind that all tax reliefs have been explored.

    I would just like to send a thank you to the team who have helped me with my affairs. I was struggling at the time I contacted you for help and you really stepped up in a way I wasn't expecting.

    L Tildsley

    Get in touch with us today

    Call or email us any time or, simply fill out the contact form below and a member of our team will be in touch.

    Contact Form


    Please provide as much detail as possible in regards to the reason for your enquiry so our tax advisers can prepare and tailor their response to reflect your needs. We will endeavour to - respond / call you back - to discuss your enquiry and you will not be charged for this time.

  • This field is for validation purposes and should be left unchanged.