M+A Partners HomeServicesPersonal Taxation and Private Client

Personal Taxation and Private Client

Personal taxation queries are, of course, unique to each individual. We establish a trusted, collaborative relationship with clients that enables us to understand and advise on their current position and future goals.

We have a team of tax specialists that offer straightforward, practical assistance with personal tax planning and compliance – helping you to make the most informed decisions for the long-term.

Whether you have business interests that impact on your personal tax position, or you need advice on tax efficient investments and strategies, you can rely on our expertise.

How We Add Value

  • Customised tax planning and compliance advice that takes into account current and future strategy
  • Our trusted advisers work to create a thorough understanding of your business, assisting with tax planning for the long-term
  • Assigning a specialist to your account, providing a reliable point of contact for queries at any point in the tax cycle
  • Keeping you advised of changes in the, increasingly complex, tax system and ensuring you remain compliant
  • Practical help with the self-assessment tax return process, managing any enquiries from HMRC should they arise
  • Sharing our expertise and knowledge on issues such as tax efficient schemes, pension planning and capital gains tax mitigation to minimise your tax liabilities

Our
Experts

Clare Goodswen
Partner
BIO
Clare joined M+A Partners as Director of Personal Taxation and Private Client Services in 2008, having trained as an accountant with another firm. She specialised in private client work in 2001 and qualified as a Chartered Tax Adviser in 2005, taking the top spot in East Anglia.

Clare’s areas of specialism include all aspects of income tax, capital gains tax, and inheritance tax, with a particular focus on complex tax planning, high-net wealth individuals, and tax planning using trusts. She is well known in Norwich for her client-focused approach to tax planning and her ability to provide effective solutions to minimise personal tax liabilities.

Clare says “Having trained as an accountant before specialising in tax helps me to provide a commercial approach to the constantly changing challenges that face our clients when planning their tax affairs”.

Clare is a member of the committee for the local branch of the Chartered Institute of Tax.

Clare is also:

Chairman of the East Anglian branch of The Chartered Institute of Tax; Committee Member of Norfolk Professionals Joint Institutes
EXPERTISE
  • Accounting Services
  • Personal Taxation and Private Client
  • VAT
CONTACT
Emma Hunt
Partner
BIO
Emma joined M+A Partners as a Private Client Tax Manager in 2017, having previously worked for a large national accountancy firm, with a focus on private client tax work.

Emma is a Chartered Accountant and Chartered Tax Adviser, as well as a committee member for the East Anglian branch of the Chartered Institute of Taxation (CIOT) and Society of Trust and Estate Practitioners (STEP).

Emma has helped to enhance the firm's growing probate and estates specialism, managing the complex tax affairs of individuals, trusts and estates, as well as running tax planning and advisory projects.
EXPERTISE
  • Personal Taxation and Private Client
CONTACT
OUR TEAM
Downloads

Publications

Tax Rate Card 2024-25
Buy To Let Property Tax
Furnished Holiday Property Tax
Accounting Services
Tax Investigation Service
Employee Share Incentive Plans
Registering a Company for Buy to Let
Capital Gains Tax, Separation & Divorce
Check Your State Pension
WHAT OUR CLIENTS SAY

It really helps to know that us entrepreneurs can get on with our business knowing that there are first-class professionals at close hand to fully support our endeavours.

Our tax affairs, both business and private, have been well managed by M+A Partners for more than ten years and we very much appreciate the help and excellent advice available. Queries are quickly answered by e-mail or telephone by any of the team dealing with taxation matters whom we find efficient, knowledgeable, helpful and friendly. We also think that M+A offer a good reliable value for money service.

Our company is situated in the health sector which can be very difficult to understand but you and your team at M+A have always shown great insight in this area. I am really delighted to have moved to M+A as our accountants and having you as our dedicated partner has made it as smooth as possible a transition. I look forward to many more years working with M+A.

Having worked with Martyn Page and his tax team at M+A Partners, I remain consistently impressed with their ability to give clear, pragmatic and understandable advice in what is a very complex area. I have recommended the tax team at M+A Partners to clients for both personal and business matters and the feedback I have received has always been extremely positive.

Our taxation affairs are reasonably complex involving family trusts, tax planning and our annual tax returns. We enjoy a close and productive relationship with M+A and we particularly value the pro active nature of this relationship where potential issues are highlighted early so that appropriate planning can be made in good time.