Personal Tax Advice

At Tax Recovery Accountants, we have developed a high quality tax practice that provides our private clients with technically outstanding tax advisory and compliance services. Because private clients often have a wide range of business interests that may include holdings in private companies, partnerships and family investment partnerships, our private client services provides expert advice on the entire range of taxes to which they and the entities that they control are exposed.


We view private clients and their interests as a unit and in this way provide integrated advice on the following:

  1. Income tax
  2. Capital gains tax
  3. Corporation tax
  4. The various wealth transfer taxes that affect both them and their companies.

By providing advice that spans the entire ambit of a client’s personal and business interests, we are involved not merely in mitigating their income and capital tax liabilities, but also advise on a wide range of other issues such as the tax-efficient transfer of assets from one generation to the next, the extraction of cash from family companies, international tax planning, tax residence issues, disposal of a business, disposal of land and buildings, marital breakdown, and tax-efficient investment structures.

Inheritance and Gift Tax Planning

The protection of family wealth though effective inheritance tax planning is important to all our clients. At Tax Recovery & Associates, we provide specialist advice on Will Planning and Lifetime Gifting to enable assets to be transmitted to future generations and to minimise the inheritance and gift tax exposures.

We also advise you on the creation of trusts, whether for family or charitable purposes and provide an advisory service to clients and solicitors for overcoming tax problems that arise in the course of the administration of estates.

Little About Us

Joe Cunnane Practice Owner TRA Professional Services       Qualifications:  FCA Chartered Accountant & AITI Chartered Tax Advisor Joe has over 20 years experience working in both private practice and industry ... Read More »