Personal Tax Planning

Personal tax planning

Why pay more?

Tax is at the heart of everything we do. Most people are paying far more than they need to, when all that is required is a carefully structured tax plan.

In the face of constantly evolving tax legislation, we can help to ensure that you are paying the right amount of tax, while also taking advantage of the tax reliefs and allowances that are available to you and your business.



Marshall & Co offers peace of mind that you are complying with your tax liabilities, freeing up time for you to devote elsewhere. Each year, and every year following, we complete a tax review on our clients to ensure that no opportunity is missed, and that the right advice last year, is still the right advice going forward.

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Our accountants will always:

  • Maintain a full understanding of the latest tax legislation
  • Offer tax saving reviews and advice
  • Provide innovative tax saving advice
  • Work with you on tax planning
  • Keep you informed of ideas to mitigate your tax liabilities
  • Ensure work is produced on a timely basis
Self assessment

Wealth management

Although we are not authorised to conduct investment business, Marshall & Co works alongside leading local Independent Financial Advisers, benefiting our clients who gain access to some of the best people in the industry.

Our partner firms will review your current financial situation and your short, medium and long term goals including such issues as life protection, wealth protection, pensions and planning for retirement, together with inheritance tax planning and care home fees consideration for your peace of mind.


Personal tax planning, done properly. Speak to our specialists serving Staffordshire, Cheshire and the surrounding areas on

01270 882 300

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