Private Individuals

Whether you are in business or not we can help you with your personal tax affairs. We can advise you to make sure that you do not pay too much tax, that you claim all available allowances and meet HM Revenue & Customs’ reporting requirements and deadlines.

Services

CB Reid provides a range of services to individuals including tax and estate planning and compliance. In an increasingly digital environment we ensure that we use technology to efficiently meet compliance needs. We know the value of personal contact as well though and welcome meetings and telephone calls to ensure that you receive a personal service tailored to your needs.

You can read more about our services by selecting the boxes below.

Capital Gains Tax

Capital Gains Tax

Estate Planning

Estate Planning

Residence Issues

Residence Issues

Self Assessment Compliance

Self Assessment Compliance

Tax Investigations

Tax Investigations

Trusts

Trusts

Individual Tax Planning

Individual Tax Planning

Testimonial

William – Individual Client

William became a client of CB Reid in 2013 when he moved to Dorchester from London. Alongside the house move, William was also making changes in his employment status having recently left his full time job to become self employed. It was at this point that he started to consider which local accountancy firm offered the services he needed and would be the best fit for him.

William was first introduced to CB Reid by one of the local professional firms that CB Reid work closely with, Poundbury Wealth Management. Tim Gallego, the senior partner at Poundbury Wealth Management, recommended that William should speak to the team at CB Reid about his individual tax and accountancy needs. An appointment was made and William initially met with Tax Manager, Laura Ford, to understand his exact requirements.

“The whole process of moving to CB Reid was made to be seamless and easy by the team” said William. “I now use them for organising my personal tax return, payroll services and other accountancy services relating to a cottage that I own. During the time I have been their client, I have always found their advice to be sound and they have always responded to my questions quickly.”

We asked William if he would be happy to recommend CB Reid to anyone else and his response was “I would highly recommend CB Reid to any individual who is looking for an accountancy practice. The best thing about being a client is that I always feel that they provide the personal touch. Laura, who is my key contact, is always quick to respond to any issue or question I have.”