At Oak Accountancy Services, we realise that we succeed only if you succeed, and that we grow only if you grow.

Personal Services

Find out how we can help with your personal needs

When you have spent a whole lifetime building up your personal wealth, you want to think that upon your death your estate will pass into the hands of your chosen beneficiaries and not into the hands of the Taxman.
 
We offer a specialist personal tax planning service tailored to your individual needs.
 
Everyone hopes to maintain the same standard of living in retirement as they presently enjoy while working, but to achieve this requires considerable forward planning.
 
The term 'self assessment' is proving to be one of the great misnomers of all time.
 

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Budget date remains to be confirmed

17/09/2018 – The Chancellor Philip Hammond, has stated before the House of Lords Economic Affairs Committee, that he is not yet in a … More...

Help-to-Save scheme launched

17/09/2018 – The new Help to Save scheme for people on low incomes was officially opened with effect from 12 September 2018 following … More...

CGT record keeping

17/09/2018 – The annual Capital Gains Tax (CGT) exemption for individuals is £11,700 for 2018-19. A husband and wife each benefit … More...

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