Tax Compliance


  • Tax return completion. 

  • Tax calculations.

  • Tax return submission.

  • Identifying annual tax planning opportunities.

  • Completion and submission of any HMRC forms as requested.

Tax Advisory


  • Provide tax planning reports in respect of the implications of "leaving" the UK.

  • Provide tax planning reports in respect of the implications of "moving to" the the UK.

  • Where gains have arisen in respect of residential property sales, to undertake calculations and provide a summary of your options.

  • To provide domicile opinions for future inheritance tax planning purposes. 

Business Tax 


This service is provided by an external partner. This covers;


  • Advise whether it is best to set up as a sole trader, partnership or limited company.

  • Book keeping requirements and financial reporting obligations.

  • Registering your business with Companies House and HMRC.

  • Financial Planning, cash flow forecasts and budgeting.

  • Banking and insurance.

  • Account preparation including return completion.

Financial Planning

Trewtax Services are aligned with 3D Global Financial Services. .They are able to provide guidance in respect of regular monthly savings, investing lump sums as well as providing ad-hoc advice in respect of any financial issue.

Investment Advice

  • Pension and retirement planning advise

  • Insurance

  • Inheritance tax

  • Equity Release

  • Specific support for high net worth individuals

  • Mortgages

  • Foreign currency exchange


The partners are covered under the Financial Conduct Authorities rules and regulations.

Estate Planning

This will also be provided by an external partner, services will include,



  • Will preparation.

  • Lasting Power of Attorney

  • Family trusts and wealth preservation.

For any information about these services, please contact us through the enquires page.