Meet Rebecca Bright

Profile photo Rebecca Bright

Why choose Duncan & Toplis?

While everyone accepts there are good reasons for paying tax, not everyone takes proper advice to ensure they only pay what they are legally obliged to. There are also benefits and reliefs that may not be exploited as individuals are unaware of them. We will work with you to unlock these opportunities and structure your affairs in a way that is tax efficient. Rigorous planning and regular reviews are at the heart of our approach – we leave no stone unturned in considering the full implications of your personal and business circumstances.

Tax compliance

The preparation and filing of your tax returns, advising on payment of your tax and claiming any reliefs you are entitled to. We will also liaise with HRMC on your behalf.

Inheritance tax planning

You have worked hard all of your life to achieve success and it is hard to think of the fruits of this disappearing when you die as a result of tax inefficient Wills or through a lack of lifetime planning. We will liaise with the relevant teams to minimise inheritance tax liabilities through the use of gifts, trusts and other planning tools, our Probate team can help assist this. We may also be able to advise on tax reduction measures should you find yourself in receipt of an inheritance.

Tax advice for Lloyd’s Names

We act for a number of unlimited Lloyd’s Names, with regard to personal tax compliance and tax planning. In 2008 Fidentia Services LLP was formed as the result of a joint venture with Alpha Insurance Analysts Ltd (“Alpha”). Fidentia looks after all of the accounting, tax, company secretarial and bookkeeping requirements for limited liability vehicles (LLPs and Namecos) at Lloyd’s. For more information, please see the Fidentia website.

Plan for 2019 with our free Tax Planning Guide, download it here.

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